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
$71.6B
AUM Growth
+$6.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$178M
3
+$132M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$129M
5
AMT icon
American Tower
AMT
+$121M

Top Sells

1
+$175M
2
+$115M
3
+$93.9M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$83.9M
5
APA icon
APA Corp
APA
+$79.2M

Sector Composition

1 Energy 16.95%
2 Healthcare 16.53%
3 Technology 13.78%
4 Industrials 10%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-1,760
1102
– –
-145
1103
– –
-200
1104
– –
-463,225
1105
– –
-308,129
1106
– –
-33,600
1107
– –
-19,899
1108
– –
-24,680
1109
– –
-1,614,052
1110
– –
-5,372,735
1111
– –
-241
1112
– –
-500
1113
– –
-1,690
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