ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$430M
3
+$263M
4
EIX icon
Edison International
EIX
+$262M
5
UPS icon
United Parcel Service
UPS
+$261M

Top Sells

1
+$1.23B
2
+$1B
3
+$424M
4
CAT icon
Caterpillar
CAT
+$368M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.87%
2 Healthcare 15.12%
3 Communication Services 13.2%
4 Financials 11.39%
5 Industrials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$8K ﹤0.01%
380
1002
$8K ﹤0.01%
234
-57
1003
$8K ﹤0.01%
1,240
1004
$8K ﹤0.01%
+63
1005
$8K ﹤0.01%
+110
1006
$8K ﹤0.01%
+217
1007
$8K ﹤0.01%
220
1008
$7K ﹤0.01%
+180
1009
$7K ﹤0.01%
+361
1010
$7K ﹤0.01%
+175
1011
$7K ﹤0.01%
203
1012
$7K ﹤0.01%
358
+357
1013
$7K ﹤0.01%
+41
1014
$7K ﹤0.01%
122
1015
$7K ﹤0.01%
+150
1016
$7K ﹤0.01%
2,126
+642
1017
$7K ﹤0.01%
421
+44
1018
$6K ﹤0.01%
1,600
1019
$6K ﹤0.01%
329
1020
$6K ﹤0.01%
+255
1021
$6K ﹤0.01%
1,009
-489,798
1022
$6K ﹤0.01%
320
1023
$5K ﹤0.01%
+28
1024
$5K ﹤0.01%
112
+56
1025
$5K ﹤0.01%
+357
39 40
41
42 43