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
$80.2B
AUM Growth
+$8.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$153M
3
+$125M
4
FRX
FOREST LABORATORIES INC
FRX
+$122M
5
AMGN icon
Amgen
AMGN
+$107M

Top Sells

1
+$94.5M
2
+$89.8M
3
+$85.6M
4
FIRE
SOURCEFIRE INC COM STK
FIRE
+$70.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$69.1M

Sector Composition

1 Healthcare 17.08%
2 Energy 16.01%
3 Technology 14.4%
4 Industrials 10.35%
5 Financials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$4K ﹤0.01%
+150
1052
$3K ﹤0.01%
215
1053
$3K ﹤0.01%
160
1054
$3K ﹤0.01%
300
-2,000
1055
$2K ﹤0.01%
600
1056
$2K ﹤0.01%
100
-200
1057
$2K ﹤0.01%
1,000
1058
$2K ﹤0.01%
300
-200
1059
$1K ﹤0.01%
100
-8,516
1060
$1K ﹤0.01%
100
1061
$1K ﹤0.01%
101
1062
– –
-250
1063
– –
-200
1064
– –
-654,090
1065
– –
-250
1066
– –
-562
1067
– –
-332,560
1068
– –
-2,152
1069
– –
-456
1070
– –
-345
1071
– –
-348
1072
– –
-131
1073
– –
-1,170
1074
– –
-139,143
1075
– –
-3,158,093
41 42
43
44 45