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
201
$20K ﹤0.01%
+1,742
202
$20K ﹤0.01%
+455
203
$19K ﹤0.01%
+798
204
$17K ﹤0.01%
+608
205
$17K ﹤0.01%
+4,312
206
$17K ﹤0.01%
+1,620
207
$16K ﹤0.01%
+1,007
208
$16K ﹤0.01%
+508
209
$16K ﹤0.01%
+1,352
210
$15K ﹤0.01%
+515
211
$15K ﹤0.01%
+977
212
$15K ﹤0.01%
+1,270
213
$15K ﹤0.01%
+907
214
$15K ﹤0.01%
+269
215
$15K ﹤0.01%
+597
216
$14K ﹤0.01%
+405
217
$14K ﹤0.01%
+423
218
$14K ﹤0.01%
+349
219
$14K ﹤0.01%
+304
220
$14K ﹤0.01%
+874
221
$14K ﹤0.01%
+81
222
$14K ﹤0.01%
+2,117
223
$13K ﹤0.01%
+709
224
$13K ﹤0.01%
+368
225
$13K ﹤0.01%
+806
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