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
126
$218M 0.18%
1,754,386
+130,452
127
$216M 0.18%
2,777,121
-9,750
128
$215M 0.17%
2,396,562
-691,790
129
$210M 0.17%
1,944,434
-176,721
130
$209M 0.17%
782,521
-100,929
131
$207M 0.17%
406,943
+76,486
132
$205M 0.17%
417,094
-32,687
133
$203M 0.16%
966,837
+963,599
134
$202M 0.16%
757,820
+717,747
135
$201M 0.16%
6,489,750
-3,075,319
136
$199M 0.16%
1,387,159
-26,110
137
$193M 0.16%
5,025,814
+1,136,938
138
$191M 0.16%
1,932,050
+217,729
139
$189M 0.15%
5,326,237
-224,121
140
$188M 0.15%
3,646,403
-856,874
141
$186M 0.15%
3,524,291
-192,801
142
$182M 0.15%
557,099
+549,322
143
$181M 0.15%
595,612
-31,672
144
$181M 0.15%
1,384,576
-72,970
145
$180M 0.15%
1,460,968
-54,491
146
$179M 0.15%
1,150,468
-1,694,197
147
$179M 0.15%
698,660
+111,820
148
$179M 0.15%
2,459,267
-655,180
149
$178M 0.14%
463,277
-43,903
150
$173M 0.14%
1,826,747
+42,486
4 5
6
7 8