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
$80.2B
AUM Growth
+$8.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$153M
3
+$125M
4
FRX
FOREST LABORATORIES INC
FRX
+$122M
5
AMGN icon
Amgen
AMGN
+$107M

Top Sells

1
+$94.5M
2
+$89.8M
3
+$85.6M
4
FIRE
SOURCEFIRE INC COM STK
FIRE
+$70.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$69.1M

Sector Composition

1 Healthcare 17.08%
2 Energy 16.01%
3 Technology 14.4%
4 Industrials 10.35%
5 Financials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-200
1102
– –
-500
1103
– –
-666,589
1104
– –
-54,200
1105
– –
-530,895
1106
– –
-933,548
1107
– –
-133,298
1108
– –
-8,869
1109
– –
-235,000
1110
– –
-400
1111
– –
-130,416
1112
– –
-190
1113
– –
-3,800,493
41 42 43 44
45