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

Top Buys

1
+$1.02B
2
+$430M
3
+$263M
4
EIX icon
Edison International
EIX
+$262M
5
UPS icon
United Parcel Service
UPS
+$261M

Top Sells

1
+$1.23B
2
+$1B
3
+$424M
4
CAT icon
Caterpillar
CAT
+$368M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.89%
2 Healthcare 15.12%
3 Communication Services 12.85%
4 Financials 11.39%
5 Industrials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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-81,826
1102
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-2,568
1103
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1104
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-410
1105
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-1,859
1106
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-1
1107
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-923
1108
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-16
1109
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-128,449
1110
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-206,325
1111
– –
-1,463,262
1112
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-1,187,191
1113
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-103,689
1114
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-85,176
1115
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-820,210
1116
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-138
1117
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1119
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-2,690,768
1120
– –
-159,144
1121
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-567,560
1122
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-44,231
1123
– –
-4,200
1124
– –
-1,005
1125
– –
-503,316
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