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
$99.4B
AUM Growth
+$8.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$264M
3
+$238M
4
WMB icon
Williams Companies
WMB
+$229M
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$211M

Top Sells

1
+$572M
2
+$295M
3
+$236M
4
CTXS
Citrix Systems Inc
CTXS
+$187M
5
TRV icon
Travelers Companies
TRV
+$176M

Sector Composition

1 Healthcare 19.47%
2 Technology 17.14%
3 Communication Services 11.69%
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%
100
1077
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332
-385
1078
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203
-2
1079
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1,000
1080
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100
1081
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670
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1082
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750
1083
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2,000
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102
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154
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1087
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-321,872
1088
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138
-88,154
1089
$3K ﹤0.01%
358
1090
$2K ﹤0.01%
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1091
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100
1092
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234
-10
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234
1094
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61
1095
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100
1096
$1K ﹤0.01%
103
1097
– –
-222
1098
– –
-40,123
1099
– –
-220
1100
– –
-3,310
42 43
44
45 46