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
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85.2M 0.07%
72,349
-2,057
202
$85.2M 0.07%
742,448
+358
203
$85.2M 0.07%
608,030
-47,682
204
$84.9M 0.07%
87,928
-8,266
205
$84.5M 0.07%
630,885
-411,059
206
$84.2M 0.07%
3,745,426
+2,343,629
207
$83M 0.07%
76,697
-59,766
208
$82.1M 0.07%
2,401,895
-7,060
209
$81.8M 0.07%
998,405
-38,652
210
$81.5M 0.07%
635,565
-41,254
211
$81.3M 0.07%
2,811,653
-3,125
212
$81.1M 0.07%
1,652,270
-362,237
213
$80.8M 0.07%
3,691,506
+73,809
214
$80.3M 0.07%
4,403,900
-68,937
215
$80M 0.07%
5,214,610
-175,460
216
$80M 0.07%
500,189
-2,120
217
$79.8M 0.07%
296,983
-51,302
218
$79.2M 0.07%
1,420,157
+200
219
$79.1M 0.07%
472,975
-34,554
220
$78.7M 0.07%
1,896,572
+324,618
221
$78.6M 0.07%
1,459,230
+26,305
222
$78M 0.07%
335,649
-1,392
223
$77.1M 0.07%
5,965,380
-77,258
224
$75.1M 0.06%
863,092
+516
225
$74.8M 0.06%
969,573
+597
7 8
9
10 11