ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
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
+$191M
2
+$185M
3
+$133M
4
AMT icon
American Tower
AMT
+$125M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$119M

Top Sells

1
+$175M
2
+$112M
3
+$95M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$84.9M
5
APA icon
APA Corp
APA
+$81.1M

Sector Composition

1 Energy 16.95%
2 Healthcare 16.53%
3 Technology 13.78%
4 Industrials 10%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-14,921
1102
– –
-993,364
1103
– –
-6,232
1104
– –
-3,240
1105
– –
-110
1106
– –
-3,920
1107
– –
-2,000
1108
– –
-207,192
1109
– –
-102,712
1110
– –
-400
1111
– –
-44,746
1112
– –
-400
1113
– –
-730
1114
– –
-1,510
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