ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
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
+$476M
2
+$323M
3
+$222M
4
PG icon
Procter & Gamble
PG
+$133M
5
KMI icon
Kinder Morgan
KMI
+$106M

Top Sells

1
+$376M
2
+$308M
3
+$300M
4
OKS
Oneok Partners LP
OKS
+$238M
5
AVGO icon
Broadcom
AVGO
+$219M

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%
+19
1152
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+2
1153
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+54
1154
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+40
1155
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58
-3
1156
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+24
1157
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+1
1158
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1
-199
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+1
1160
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+76
1161
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100
1162
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+11
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+155
1165
$1K ﹤0.01%
+25
1166
– –
-101,484
1167
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-1,060
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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1173
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1174
– –
-1,661,860
1175
– –
-400
45 46
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48 49