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
126
$178M 0.2%
2,729,785
-123,587
127
$176M 0.2%
6,622,548
+1,369,152
128
$175M 0.2%
5,738,052
-376,440
129
$173M 0.19%
3,524,499
+207,359
130
$171M 0.19%
2,331,051
-228,392
131
$170M 0.19%
9,606,092
-141,100
132
$165M 0.19%
7,309,449
+519,678
133
$164M 0.19%
2,984,150
+580
134
$164M 0.18%
5,206,830
+962,888
135
$161M 0.18%
6,318,135
+425,774
136
$160M 0.18%
2,500,303
-11,080
137
$158M 0.18%
6,429,026
-74,707
138
$156M 0.18%
2,853,187
+304,763
139
$154M 0.17%
2,170,816
-39,922
140
$153M 0.17%
6,316,171
+1,873,597
141
$152M 0.17%
2,172,232
-22,057
142
$146M 0.16%
2,556,853
+121,162
143
$141M 0.16%
3,220,654
+2,351,682
144
$138M 0.16%
6,423,129
-92,592
145
$137M 0.15%
1,947,014
-58,370
146
$137M 0.15%
899,876
+5,113
147
$132M 0.15%
1,101,645
+31,560
148
$132M 0.15%
328,243
+26,151
149
$128M 0.14%
2,745,941
+164,973
150
$126M 0.14%
3,376,332
-12,424
4 5
6
7 8