ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.4B
AUM Growth
+$8.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$258M
3
+$230M
4
WMB icon
Williams Companies
WMB
+$224M
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$191M

Top Sells

1
+$580M
2
+$295M
3
+$232M
4
TRV icon
Travelers Companies
TRV
+$176M
5
CTXS
Citrix Systems Inc
CTXS
+$174M

Sector Composition

1 Healthcare 19.47%
2 Technology 17.1%
3 Communication Services 12.21%
4 Energy 10.29%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$4K ﹤0.01%
332
-385
1077
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203
-2
1078
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1,000
1079
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100
1080
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1081
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670
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1082
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750
1083
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1084
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2,000
1085
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102
1086
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138
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1088
$3K ﹤0.01%
138
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1089
$3K ﹤0.01%
358
1090
$2K ﹤0.01%
112
1091
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100
1092
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1093
$2K ﹤0.01%
234
1094
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61
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100
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$1K ﹤0.01%
103
1097
– –
-818
1098
– –
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1099
– –
-193
1100
– –
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42 43
44
45 46