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
1076
– –
-155
1077
– –
-250
1078
– –
-3,149
1079
– –
-329,728
1080
– –
-73
1081
– –
-12
1082
– –
-44,514
1083
– –
-568,330
1084
– –
-170,965
1085
– –
-523
1086
– –
-13
1087
– –
-53
1088
– –
-115
1089
– –
-65
1090
– –
-400
1091
– –
-100
1092
– –
-382,380
1093
– –
-1,640
1094
– –
-1,492
1095
– –
-130
1096
– –
-111,400
1097
– –
-1,705,811
1098
– –
-700
1099
– –
-2,049
1100
– –
-14,269
42 43
44
45 46