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
$104B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,249
New
Increased
Reduced
Closed

Top Buys

1
+$453M
2
+$304M
3
+$217M
4
PG icon
Procter & Gamble
PG
+$133M
5
KMI icon
Kinder Morgan
KMI
+$108M

Top Sells

1
+$376M
2
+$296M
3
+$284M
4
OKS
Oneok Partners LP
OKS
+$238M
5
AVGO icon
Broadcom
AVGO
+$223M

Sector Composition

1 Healthcare 19.82%
2 Technology 16.47%
3 Communication Services 12.03%
4 Financials 11.32%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
+7
1152
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+45
1153
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58
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+24
1166
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-101,484
1167
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1168
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1169
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1170
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1171
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1172
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1174
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-520
1175
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-11,042
45 46
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48 49