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
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$430M
3
+$262M
4
EIX icon
Edison International
EIX
+$250M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1
+$1.23B
2
+$1B
3
+$417M
4
CAT icon
Caterpillar
CAT
+$371M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.87%
2 Healthcare 15.12%
3 Communication Services 13.2%
4 Financials 11.39%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1K ﹤0.01%
234
1077
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200
1078
$1K ﹤0.01%
1
1079
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+50
1080
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14
-129
1081
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1083
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1084
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68
+36
1085
$1K ﹤0.01%
15
-507,090
1086
$1K ﹤0.01%
35
1087
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103
1090
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58
1091
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3
1092
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4
1093
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500
1094
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130
1095
$1K ﹤0.01%
12
1096
– –
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1097
– –
-2,075,158
1098
– –
-567,560
1099
– –
-44,231
1100
– –
-4,200
42 43
44
45 46