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
$101B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$320M
3
+$275M
4
JPM icon
JPMorgan Chase
JPM
+$164M
5
BDX icon
Becton Dickinson
BDX
+$121M

Top Sells

1
+$540M
2
+$418M
3
+$371M
4
DIS icon
Walt Disney
DIS
+$366M
5
TWTR
Twitter, Inc.
TWTR
+$323M

Sector Composition

1 Technology 22.7%
2 Healthcare 18.5%
3 Financials 12.92%
4 Industrials 11.95%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.88B 3.83%
16,188,437
-833,722
2
$3.67B 3.63%
6,928,935
-788,718
3
$2.63B 2.6%
20,265,561
-1,724,230
4
$2.43B 2.4%
11,685,890
-1,080,787
5
$1.77B 1.75%
21,051,622
-6,427,731
6
$1.74B 1.72%
17,230,990
-1,367,919
7
$1.35B 1.33%
38,504,516
-1,194,288
8
$1.31B 1.3%
7,563,071
-793,274
9
$1.29B 1.27%
23,061,980
-964,410
10
$1.14B 1.13%
2,074,282
-564,175
11
$1.13B 1.11%
6,378,644
+350,245
12
$1.13B 1.11%
9,803,953
-1,240,312
13
$1.01B 1%
30,538,177
-359,862
14
$1.01B 0.99%
3,486,120
-414,736
15
$999M 0.99%
68,336,620
-2,652,850
16
$991M 0.98%
7,388,689
+1,226,423
17
$896M 0.89%
5,710,087
-525,304
18
$890M 0.88%
8,024,613
-206,505
19
$862M 0.85%
16,972,008
-1,889,354
20
$825M 0.81%
6,851,639
-1,568,095
21
$798M 0.79%
2,706,757
-54,715
22
$776M 0.77%
2,458,203
-33,400
23
$776M 0.77%
4,140,394
-70,039
24
$771M 0.76%
2,362,305
-274,575
25
$762M 0.75%
5,202,160
-1,046,954
1
2 3 4 5