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
1
$3.85B 3.36%
85,389,432
-2,371,074
2
$3.43B 2.99%
24,650,080
+428,729
3
$3B 2.62%
13,811,886
-481,856
4
$2.1B 1.84%
24,225,460
+573,860
5
$2.09B 1.83%
12,170,362
+258,143
6
$1.85B 1.62%
10,403,696
+497,380
7
$1.76B 1.53%
31,386,520
+2,537,024
8
$1.68B 1.47%
7,247,073
+60,633
9
$1.5B 1.31%
11,496,018
+245,287
10
$1.47B 1.29%
24,167,240
-180,920
11
$1.46B 1.27%
12,152,854
+2,180,392
12
$1.45B 1.27%
11,238,864
+698,691
13
$1.45B 1.27%
6,232,677
-46,421
14
$1.24B 1.08%
13,003,164
+835,105
15
$1.19B 1.04%
7,045,651
-1,224,136
16
$1.16B 1.01%
41,954,510
-1,813,310
17
$1.16B 1.01%
21,509,614
-2,568,657
18
$1.14B 1%
6,758,119
+102,985
19
$1.13B 0.99%
9,074,145
+199,420
20
$1.12B 0.98%
12,055,726
-468,932
21
$1.12B 0.98%
20,362,172
+285,871
22
$1.1B 0.96%
26,791,136
-1,602,277
23
$1.1B 0.96%
3,987,589
+63,409
24
$1.09B 0.95%
5,506,367
-171,368
25
$1.09B 0.95%
5,225,115
+4,895,750
1
2 3 4 5