ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
101
$325M 0.28%
5,028,560
-190,296
102
$325M 0.28%
1,727,066
-15,180
103
$319M 0.28%
2,320,840
+69,469
104
$318M 0.28%
11,130,201
+236,321
105
$313M 0.27%
6,889,414
+34,708
106
$313M 0.27%
9,795,039
-264,207
107
$310M 0.27%
1,915,391
+81,187
108
$306M 0.27%
1,856,476
-68,435
109
$301M 0.26%
3,548,631
+980,204
110
$276M 0.24%
2,633,608
-60,129
111
$273M 0.24%
7,286,546
+173,565
112
$270M 0.24%
28,175,816
-1,836,988
113
$268M 0.23%
860
-10
114
$262M 0.23%
+3,476,907
115
$257M 0.22%
8,149,595
+465,577
116
$247M 0.22%
9,406,948
+247,670
117
$239M 0.21%
11,916,472
-1,655,212
118
$233M 0.2%
3,162,307
+43,979
119
$233M 0.2%
118,566
+118,554
120
$232M 0.2%
6,795,183
-176,021
121
$228M 0.2%
1,414,839
-20,273
122
$228M 0.2%
1,025,636
-127
123
$224M 0.2%
5,667,875
-83,096
124
$224M 0.2%
1,386,012
-14,264
125
$221M 0.19%
2,322,620
-1,910,183
3 4
5
6 7