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
176
$93.6M 0.11%
2,832,619
-10,916
177
$93.4M 0.11%
1,913,197
+199,197
178
$91.7M 0.1%
7,533,261
+2,416,513
179
$91.4M 0.1%
3,218,702
+446,500
180
$90.5M 0.1%
735,703
-17,399
181
$89.2M 0.1%
3,362,691
+173,270
182
$89.2M 0.1%
2,588,920
-375,053
183
$88.7M 0.1%
970,713
-3,150
184
$88.4M 0.1%
1,287,708
-545
185
$88.4M 0.1%
4,083,346
-1,429,853
186
$87.5M 0.1%
364,948
-23,614
187
$87.5M 0.1%
1,764,025
+319,945
188
$87.1M 0.1%
1,141,429
+1,581
189
$86.6M 0.1%
468,393
-72,268
190
$84.8M 0.1%
1,096,346
-43,387
191
$84.7M 0.1%
1,519,791
-193,256
192
$83.4M 0.09%
891,726
-47,883
193
$80.4M 0.09%
2,246,373
+31,805
194
$80.4M 0.09%
1,220,049
+176,670
195
$80.3M 0.09%
4,901,182
-60,804
196
$80.1M 0.09%
4,043,012
197
$79M 0.09%
2,420,848
-38,307
198
$78M 0.09%
716,903
+35,888
199
$77.9M 0.09%
992,327
-14,737
200
$77.1M 0.09%
1,458,751
-1,524
6 7
8
9 10