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
$115B
AUM Growth
+$2.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$331M
3
+$210M
4
META icon
Meta Platforms (Facebook)
META
+$205M
5
CHRW icon
C.H. Robinson
CHRW
+$179M

Top Sells

1
+$534M
2
+$488M
3
+$409M
4
APC
Anadarko Petroleum
APC
+$388M
5
YUMC icon
Yum China
YUMC
+$350M

Sector Composition

1 Technology 20.62%
2 Healthcare 15.77%
3 Communication Services 12.87%
4 Financials 11.21%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-474,772
1127
– –
-13,035
1128
– –
-12
1129
– –
-500
1130
– –
-29,075
1131
– –
-1,968
1132
– –
-2,037
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