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
$113B
AUM Growth
+$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$302M
3
+$211M
4
KMI icon
Kinder Morgan
KMI
+$206M
5
AAP icon
Advance Auto Parts
AAP
+$166M

Top Sells

1
+$660M
2
+$312M
3
+$169M
4
PEP icon
PepsiCo
PEP
+$166M
5
HR icon
Healthcare Realty
HR
+$156M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.48%
4 Financials 11.32%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-2,955
1102
– –
-2,384
1103
– –
-1,292,617
1104
– –
-30
1105
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-500
1106
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1107
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-400
1108
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-243,219
1109
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-51
1110
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-135
1111
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-727
1112
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-80
1113
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-406,123
1114
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-300
1115
– –
-664,873
1116
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-30
1117
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-512
1118
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-65,208
1119
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-1,964,320
1120
– –
-26,000
1121
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-667
1122
– –
-658,396
1123
– –
-2,243
1124
– –
-21
1125
– –
-17,270
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