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
$113B
AUM Growth
+$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$336M
2
+$302M
3
+$201M
4
KMI icon
Kinder Morgan
KMI
+$192M
5
AAP icon
Advance Auto Parts
AAP
+$157M

Top Sells

1
+$611M
2
+$313M
3
+$155M
4
HR icon
Healthcare Realty
HR
+$152M
5
YUMC icon
Yum China
YUMC
+$149M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.85%
4 Financials 11.32%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1K ﹤0.01%
20
1052
$1K ﹤0.01%
103
1053
$1K ﹤0.01%
+60
1054
$1K ﹤0.01%
500
1055
$1K ﹤0.01%
130
1056
$1K ﹤0.01%
750
1057
$1K ﹤0.01%
12
1058
– –
-52
1059
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-1,600
1060
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-293
1061
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-200
1062
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-908
1063
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-53
1064
– –
-208,954
1065
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1066
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-382
1067
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1069
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-2,955
1070
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1071
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-1,292,617
1072
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-30
1073
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-231
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– –
-4,080
1075
– –
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41 42
43
44 45