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

Top Buys

1
+$323M
2
+$302M
3
+$211M
4
KMI icon
Kinder Morgan
KMI
+$206M
5
AAP icon
Advance Auto Parts
AAP
+$166M

Top Sells

1
+$660M
2
+$312M
3
+$169M
4
PEP icon
PepsiCo
PEP
+$166M
5
HR icon
Healthcare Realty
HR
+$156M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.85%
4 Financials 11.32%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1K ﹤0.01%
21
-31
1052
$1K ﹤0.01%
45
1053
$1K ﹤0.01%
3
1054
$1K ﹤0.01%
500
1055
$1K ﹤0.01%
130
1056
$1K ﹤0.01%
750
1057
$1K ﹤0.01%
12
1058
– –
-3,000
1059
– –
-155
1060
– –
-250
1061
– –
-500
1062
– –
-2,955
1063
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-2,384
1064
– –
-1,292,617
1065
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1066
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1067
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1068
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1069
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-3,149
1070
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1071
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1072
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1073
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-1,492
1074
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-130
1075
– –
-111,400
41 42
43
44 45