ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
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-766
1027
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-15
1028
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-2,259
1029
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-800
1030
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-104
1031
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1032
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-200
1033
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-965
1034
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-100
1035
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-61,533
1036
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-2,267
1037
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-700
1038
– –
-1,315
1039
– –
-1,900
1040
– –
-233,389
1041
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-2,250
1042
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-553
1043
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-8,120
1044
– –
-1
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