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
$116B
AUM Growth
+$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$184M
3
+$181M
4
RY icon
Royal Bank of Canada
RY
+$181M
5
XOM icon
Exxon Mobil
XOM
+$171M

Top Sells

1
+$399M
2
+$345M
3
+$338M
4
UNH icon
UnitedHealth
UNH
+$255M
5
SPLK
Splunk Inc
SPLK
+$204M

Sector Composition

1 Technology 27.63%
2 Healthcare 15.26%
3 Financials 12.23%
4 Industrials 10.9%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288M 0.25%
1,327,851
-103,029
102
$286M 0.25%
5,444,430
+95,076
103
$283M 0.24%
792,220
-18,546
104
$281M 0.24%
1,027,023
-90,397
105
$276M 0.24%
1,109,213
-147,975
106
$271M 0.23%
1,989,511
-78,871
107
$265M 0.23%
4,011,837
-195,168
108
$263M 0.23%
861,028
+203,509
109
$262M 0.23%
920,723
-132,279
110
$259M 0.22%
5,974,323
+996,045
111
$258M 0.22%
5,807,486
+198,098
112
$256M 0.22%
2,204,771
-266,387
113
$256M 0.22%
5,061,118
-658,517
114
$246M 0.21%
390,036
-16,302
115
$245M 0.21%
1,442,118
-63,152
116
$244M 0.21%
3,532,378
+461,427
117
$244M 0.21%
1,533,138
-327,319
118
$244M 0.21%
4,039,319
+743,661
119
$242M 0.21%
1,563,308
-83,236
120
$242M 0.21%
3,592,447
+1,951,591
121
$241M 0.21%
3,046,216
+2,297,100
122
$239M 0.21%
2,314,261
+89,152
123
$238M 0.2%
4,707,480
-133,215
124
$235M 0.2%
149,306
+34,780
125
$226M 0.19%
3,289,476
-553,859
3 4
5
6 7