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
1126
– –
-83,083
1127
– –
-137,745
1128
– –
-1,301,614
1129
– –
-34,463
1130
– –
-200
1131
– –
-86,157
1132
– –
-1,000
1133
– –
-17,500,439
1134
– –
-312,551
1135
– –
-1,300
1136
– –
-2,075,158
1137
– –
-595,977
1138
– –
-4,086,485
1139
– –
-2
1140
– –
-1,827
1141
– –
-21,912
1142
– –
-584,208
1143
– –
-2,388
42 43 44 45
46