ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$325M
2
+$257M
3
+$239M
4
AVGO icon
Broadcom
AVGO
+$231M
5
BA icon
Boeing
BA
+$202M

Top Sells

1
+$398M
2
+$335M
3
+$279M
4
PEP icon
PepsiCo
PEP
+$270M
5
ZTS icon
Zoetis
ZTS
+$264M

Sector Composition

1 Technology 28.62%
2 Financials 13%
3 Industrials 11.15%
4 Healthcare 10.73%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304M 0.25%
4,353,354
+864,772
102
$301M 0.24%
1,612,920
+207,289
103
$292M 0.24%
398,456
-10,451
104
$290M 0.24%
3,663,632
-22,485
105
$274M 0.22%
104,956
+20,065
106
$273M 0.22%
12,190,738
+1,167,995
107
$272M 0.22%
1,678,647
+702,330
108
$268M 0.22%
3,458,468
+3,082,954
109
$261M 0.21%
1,508,428
+221,886
110
$259M 0.21%
2,767,278
-167,520
111
$259M 0.21%
1,954,766
-6,094
112
$258M 0.21%
1,407,139
+33,465
113
$258M 0.21%
1,418,788
-57,255
114
$249M 0.2%
569,982
+13,287
115
$245M 0.2%
1,096,242
-122,716
116
$235M 0.19%
407,099
+29,913
117
$232M 0.19%
4,754,289
-176,730
118
$231M 0.19%
6,820,824
+373,012
119
$230M 0.19%
1,032,537
-20,455
120
$228M 0.18%
12,559,563
-4,196,900
121
$226M 0.18%
1,698,141
+127,702
122
$226M 0.18%
1,019,290
-11,665
123
$225M 0.18%
731,129
-59,352
124
$225M 0.18%
7,636,062
-1,690,363
125
$224M 0.18%
3,989,176
+648,262
3 4
5
6 7