Clearbridge Investments Llc is an investment advisor that manages 103.1 BN dollars in regulatory AUM and has 178 employees, of which 65 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 105BN in positions, representing 101% of the manager's regulatory AUM.


Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CLEARBRIDGE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 4.36% Tech 15.47% 0.28% 0 53%
AAPL 2.98% Tech 6.53% -0.08% 0 45%
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CLEARBRIDGE Founders and Key Employees

Name Title In Position Since
Terrence J. Murphy Chief Operating Officer March-2008
Barbara B. Manning Chief Compliance Officer February-2006
Harry D. Cohen Co-Chief Investment Officer October-2012
Barbara B. Manning General Counsel July-2008
Peter H. Nachtwey Director March-2011
Terrence J. Murphy President March-2011
Terrence J. Murphy Director March-2011
Jeffrey A. Nattans Director October-2011
Cynthia K. List Chief Financial Officer December-2011
Scott K. Glasser Co-Chief Investment Officer October-2012
Terrence J. Murphy Chief Executive Officer December-2012

CLEARBRIDGE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

CLEARBRIDGE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis
ClearBridge maintains a centralized research group that supports the portfolio management function. ClearBridge performs research on an ongoing basis for the maintenance of existing investments, and also in an effort to identify new investment opportunities. Research materials are shared among ClearBridge’s analysts and portfolio managers through a common technology platform, providing simultaneous access to past and current proprietary research as well as aggregated market intelligence from outside sources.

Both internally generated research and externally generated research are available to ClearBridge’s portfolio managers. The sources of information on which internal research may be based include, but are not limited to:

• Meetings with company managements
• Public company filings (10Ks, 10Qs, 8Ks, etc.)
• On-site company visits
• Serv...
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CLEARBRIDGE Portfolio Concentration


NEW YORK, New York

CLEARBRIDGE Contact Information

Phone Number: 212-805-2000
Fax Number: 877-638-5508



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