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
126
$219M 0.19%
4,929,498
+4,870,590
127
$218M 0.19%
3,155,685
-150,005
128
$210M 0.18%
1,774,645
-14,159
129
$207M 0.18%
9,656,680
+115,420
130
$204M 0.18%
9,629,200
-1,357,579
131
$197M 0.17%
14,790,237
+10,046,123
132
$197M 0.17%
5,196,906
+5,087,586
133
$192M 0.17%
2,898,133
-97,740
134
$191M 0.17%
3,030,286
+1,455,558
135
$191M 0.17%
3,587,960
+61,805
136
$188M 0.16%
1,149,425
-54,249
137
$184M 0.16%
2,323,474
-464,190
138
$182M 0.16%
1,478,047
-176,847
139
$180M 0.16%
1,719,906
-34,138
140
$179M 0.16%
3,270,485
+34,536
141
$177M 0.15%
1,515,403
+15,405
142
$173M 0.15%
1,263,034
+4,373
143
$172M 0.15%
1,239,541
+4,291
144
$168M 0.15%
698,368
-97,063
145
$167M 0.15%
5,964,070
+3,010,801
146
$167M 0.15%
4,842,671
-166,798
147
$164M 0.14%
326,634
-12,898
148
$162M 0.14%
6,242,279
-86,080
149
$162M 0.14%
5,377,966
-145,694
150
$160M 0.14%
2,414,384
-317,922
4 5
6
7 8