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
176
$143M 0.12%
260,187
-3,299
177
$143M 0.12%
7,340,956
-1,554,327
178
$141M 0.11%
442,468
-132,158
179
$141M 0.11%
792,983
-150,092
180
$140M 0.11%
4,011,956
+732,389
181
$139M 0.11%
1,861,715
-2,121
182
$138M 0.11%
1,321,383
-531,714
183
$137M 0.11%
1,319,342
+16,658
184
$136M 0.11%
194,420
-5,461
185
$135M 0.11%
264,472
-3,511
186
$135M 0.11%
2,368,158
-568,904
187
$134M 0.11%
928,139
-2,522
188
$131M 0.11%
753,280
-27,391
189
$129M 0.1%
946,047
-1,499,470
190
$129M 0.1%
306,485
-12,327
191
$128M 0.1%
1,288,864
-33,049
192
$126M 0.1%
831,073
-97,034
193
$125M 0.1%
2,297,775
+175,970
194
$124M 0.1%
3,002,252
-181,977
195
$123M 0.1%
2,420,792
-178,895
196
$122M 0.1%
1,355,757
-37,758
197
$122M 0.1%
881,399
-38,305
198
$122M 0.1%
2,207,468
+4,766
199
$121M 0.1%
1,782,776
+506,635
200
$121M 0.1%
157,387
-102,585
6 7
8
9 10