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
$102B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$206M
3
+$192M
4
AKAM icon
Akamai
AKAM
+$101M
5
HR icon
Healthcare Realty
HR
+$100M

Top Sells

1
+$301M
2
+$178M
3
+$160M
4
CVS icon
CVS Health
CVS
+$124M
5
ADP icon
Automatic Data Processing
ADP
+$111M

Sector Composition

1 Healthcare 20.3%
2 Technology 16.7%
3 Communication Services 12.26%
4 Financials 10.81%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$3K ﹤0.01%
234
1127
$3K ﹤0.01%
358
1128
$3K ﹤0.01%
750
1129
$2K ﹤0.01%
100
1130
$2K ﹤0.01%
150
1131
$2K ﹤0.01%
112
1132
$2K ﹤0.01%
103
1133
$2K ﹤0.01%
100
1134
$2K ﹤0.01%
234
1135
$2K ﹤0.01%
+192
1136
$2K ﹤0.01%
280
-20,939
1137
$1K ﹤0.01%
61
1138
– –
-1,794,066
1139
– –
-2,000
1140
– –
-300
1141
– –
-121
1142
– –
-666
1143
– –
-437,507
1144
– –
-125
1145
– –
-852
1146
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-141,200
1147
– –
-346
1148
– –
-270
1149
– –
-3,051
1150
– –
-91,115
44 45
46
47 48