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
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$172M
3
+$103M
4
USB icon
US Bancorp
USB
+$103M
5
WFT
Weatherford International plc
WFT
+$83.9M

Top Sells

1
+$881M
2
+$158M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$103M
5
JPM icon
JPMorgan Chase
JPM
+$93.4M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.63%
3 Communication Services 11.98%
4 Energy 10.2%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260M 0.29%
2,666,062
-272,906
102
$259M 0.29%
7,634,883
+380,613
103
$251M 0.28%
3,511,866
-44,577
104
$240M 0.27%
7,562,150
-172,374
105
$237M 0.27%
1,959,596
-5,530
106
$235M 0.26%
5,232,324
-45,754
107
$220M 0.25%
5,368,347
+352,983
108
$210M 0.24%
1,377,824
-77,071
109
$210M 0.24%
3,863,872
+490,180
110
$207M 0.23%
1,690,111
+297,204
111
$206M 0.23%
6,262,435
+200,428
112
$206M 0.23%
2,441,394
+188,738
113
$202M 0.23%
1,751,668
+16,879
114
$200M 0.23%
27,140,870
+1,217,155
115
$197M 0.22%
1,918,478
-46,750
116
$197M 0.22%
6,252,179
+448,624
117
$196M 0.22%
873,455
+58,046
118
$196M 0.22%
4,909,707
+137,994
119
$194M 0.22%
1,902,104
+114,731
120
$194M 0.22%
6,217,381
-68,571
121
$192M 0.22%
4,890,353
+152,191
122
$188M 0.21%
3,824,990
-7,000
123
$185M 0.21%
856
124
$181M 0.2%
5,504,319
+5,241,264
125
$180M 0.2%
6,481,611
+784,525
3 4
5
6 7