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

Top Buys

1 +$256M
2 +$192M
3 +$176M
4
BLK icon
Blackrock
BLK
+$103M
5
BAC icon
Bank of America
BAC
+$103M

Top Sells

1 +$301M
2 +$172M
3 +$169M
4
CVS icon
CVS Health
CVS
+$127M
5
ADP icon
Automatic Data Processing
ADP
+$112M

Sector Composition

1 Healthcare 20.3%
2 Technology 16.74%
3 Communication Services 11.81%
4 Financials 10.81%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-2,329,320
1202
-182
1203
-57,000
1204
-1,531
1205
-160,000
1206
-3,901
1207
-730
1208
-8,234,119