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
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254M 0.22%
8,686,343
-514,956
102
$253M 0.22%
3,821,013
-161,677
103
$246M 0.21%
4,750,772
-749,072
104
$245M 0.21%
4,146,728
+1,886,492
105
$245M 0.21%
6,586,243
-552,873
106
$243M 0.21%
3,313,900
+5,080
107
$242M 0.21%
10,930,333
-584,094
108
$242M 0.21%
5,814,802
+1,098
109
$235M 0.2%
1,695,946
+9,160
110
$229M 0.2%
818,338
-2,806
111
$227M 0.19%
4,127,979
+65,369
112
$225M 0.19%
5,021,923
-222,155
113
$225M 0.19%
3,600,675
-132,217
114
$221M 0.19%
1,241,813
+2,390
115
$220M 0.19%
1,927,923
+270,635
116
$215M 0.18%
1,104,219
-1,929
117
$210M 0.18%
717,773
-672
118
$209M 0.18%
2,155,110
-154,992
119
$208M 0.18%
978,537
+2,691
120
$200M 0.17%
1,782,556
-2,609
121
$199M 0.17%
1,403,501
-7,757
122
$198M 0.17%
920,905
-290,723
123
$196M 0.17%
5,111,029
-210,712
124
$194M 0.17%
7,578,007
-113,146
125
$194M 0.17%
1,969,968
+88,728
3 4
5
6 7