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
$92.3B
AUM Growth
-$28.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$742M
2
+$541M
3
+$388M
4
APTV icon
Aptiv
APTV
+$299M
5
BDX icon
Becton Dickinson
BDX
+$256M

Top Sells

1
+$822M
2
+$651M
3
+$521M
4
BUD icon
AB InBev
BUD
+$448M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$336M

Sector Composition

1 Technology 24.43%
2 Healthcare 17.83%
3 Communication Services 12.69%
4 Financials 9.74%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-220
1102
– –
-8,000
1103
– –
-3,842
1104
– –
-4
1105
– –
-320
1106
– –
-344,500
1107
– –
-152
1108
– –
-97,280
1109
– –
-500
1110
– –
-63
1111
– –
-125,300
1112
– –
-13,458
1113
– –
-170,110
1114
– –
-234
1115
– –
-678,139
1116
– –
-83,700
1117
– –
-449,338
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