ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$901M
2
+$171M
3
+$103M
4
USB icon
US Bancorp
USB
+$102M
5
WFT
Weatherford International plc
WFT
+$84.8M

Top Sells

1
+$881M
2
+$156M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$105M
5
JPM icon
JPMorgan Chase
JPM
+$91.5M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.59%
3 Communication Services 12.48%
4 Energy 10.2%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$4K ﹤0.01%
+200
1027
$4K ﹤0.01%
611
+200
1028
$4K ﹤0.01%
412
+312
1029
$4K ﹤0.01%
308
1030
$4K ﹤0.01%
+120
1031
$4K ﹤0.01%
525
+337
1032
$4K ﹤0.01%
+129
1033
$4K ﹤0.01%
59
+38
1034
$4K ﹤0.01%
+114
1035
$4K ﹤0.01%
+292
1036
$4K ﹤0.01%
+249
1037
$4K ﹤0.01%
150
1038
$4K ﹤0.01%
1,114
+126
1039
$4K ﹤0.01%
136
-1
1040
$4K ﹤0.01%
292
+188
1041
$3K ﹤0.01%
+165
1042
$3K ﹤0.01%
150
1043
$3K ﹤0.01%
+122
1044
$3K ﹤0.01%
+325
1045
$3K ﹤0.01%
+202
1046
$3K ﹤0.01%
+205
1047
$3K ﹤0.01%
60
+39
1048
$3K ﹤0.01%
+102
1049
$3K ﹤0.01%
100
1050
$3K ﹤0.01%
+145
40 41
42
43 44