CLM

ClearBridge LLC (Maryland) Portfolio holdings

AUM $329M
1-Year Est. Return 9.7%
This Quarter Est. Return
1 Year Est. Return
-9.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.57B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$180M
3
+$140M
4
MCD icon
McDonald's
MCD
+$137M
5
UNH icon
UnitedHealth
UNH
+$137M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.27%
2 Healthcare 17.61%
3 Technology 15.3%
4 Industrials 12.31%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21M 0.38%
+438,175
52
$20M 0.36%
+243,950
53
$19.9M 0.36%
+1,436,406
54
$19.5M 0.35%
+603,201
55
$19.5M 0.35%
+882,395
56
$19.3M 0.35%
+424,520
57
$15M 0.27%
+705,230
58
$14.9M 0.27%
+346,373
59
$14.9M 0.27%
+223,130
60
$14.6M 0.26%
+1,382,705
61
$14.5M 0.26%
+700,341
62
$14.5M 0.26%
+906,185
63
$14.1M 0.25%
+690,636
64
$14.1M 0.25%
+279,400
65
$14M 0.25%
+251,325
66
$13.4M 0.24%
+362,470
67
$13.3M 0.24%
+295,900
68
$13.1M 0.24%
+433,360
69
$13.1M 0.23%
+161,115
70
$13M 0.23%
+905,045
71
$12.4M 0.22%
+223,306
72
$12.3M 0.22%
+717,355
73
$12.1M 0.22%
+201,265
74
$12.1M 0.22%
+211,400
75
$12.1M 0.22%
+1,048,670
1 2
3
4 5