We are live on
!
Find out more
ClearBridge Investments Portfolio holdings
AUM
$115B
1-Year Est. Return
24.78%
This Fund
S&P 500
This Quarter
Est. Return
+8.19%
1 Year Est. Return
+24.78%
3 Year Est. Return
+90.16%
5 Year Est. Return
+117.12%
10 Year Est. Return
+482.55%
AUM
$133B
AUM Growth
+$9.64B
(+7.8%)
Cap. Flow
+$2.82B
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
27.64%
Holding
752
New
46
Increased
279
Reduced
343
Closed
41
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$490M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
+$467M |
| 3 |
Entergy
ETR
|
+$463M |
| 4 |
NextEra Energy
NEE
|
+$462M |
| 5 |
Oracle
ORCL
|
+$453M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workday
WDAY
|
+$625M |
| 2 |
UnitedHealth
UNH
|
+$615M |
| 3 |
Accenture
ACN
|
+$497M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$429M |
| 5 |
Eli Lilly
LLY
|
+$401M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.54% |
| 2 | Financials | 11.93% |
| 3 | Industrials | 10.95% |
| 4 | Healthcare | 9.85% |
| 5 | Communication Services | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
WillScot Mobile Mini Holdings
WSC
$4B
| $109M | 0.08% |
5,165,672
-289,767
| -5% | -$7.46M |
|
227
MPLX
MPLX
$60.8B
| $108M | 0.08% |
2,171,689
+21,596
| +1% | +$1.1M |
|
228
Ryan Specialty Holdings
RYAN
$11B
| $108M | 0.08% |
1,923,251
+140,475
| +8% | +$8.32M |
|
229
Murphy USA
MUSA
$10.1B
| $108M | 0.08% |
277,882
+3,994
| +1% | +$1.58M |
|
230
Builders FirstSource
BLDR
$7.79B
| $108M | 0.08% |
889,501
+38,696
| +5% | +$5.13M |
|
231
Dynatrace
DT
$14.3B
| $106M | 0.08% |
2,183,705
-23,763
| -1% | -$1.2M |
|
232
Otis Worldwide
OTIS
$28.2B
| $105M | 0.08% |
1,150,459
-138,405
| -11% | -$12.6M |
|
233
Rubrik
RBRK
$19.9B
| $104M | 0.08% |
1,267,528
+39,969
| +3% | +$3.44M |
|
234
NatWest
NWG
$76.7B
| $104M | 0.08% |
7,343,366
-115,649
| -2% | -$1.63M |
|
235
Clearway Energy Class C
CWEN
$7.06B
| $104M | 0.08% |
3,675,449
+3,668,461
| +52,497% | +$111M |
|
236
United Rentals
URI
$70.3B
| $102M | 0.08% |
106,845
-7,350
| -6% | -$6.55M |
|
237
PG&E
PCG
$38.3B
| $101M | 0.08% |
6,705,145
+554,158
| +9% | +$8.08M |
|
238
DraftKings
DKNG
$12.7B
| $101M | 0.08% |
2,696,047
-32,461
| -1% | -$1.44M |
|
239
Corcept Therapeutics
CORT
$12.1B
| $96.6M | 0.07% |
1,161,828
-6,107
| -0.5% | -$442K |
|
240
SLB Ltd
SLB
$78.1B
| $96.2M | 0.07% |
2,798,839
+105,786
| +4% | +$3.68M |
|
241
Banco Santander
SAN
$211B
| $95.7M | 0.07% |
+9,133,900
| New | +$85M |
|
242
Global E Online
GLBE
$6.81B
| $94.7M | 0.07% |
2,647,253
+296,850
| +13% | +$10.1M |
|
243
Open Text
OTEX
$5.8B
| $94.2M | 0.07% |
2,518,853
-52,004
| -2% | -$1.67M |
|
244
Expedia Group
EXPE
$39.1B
| $94M | 0.07% |
439,575
-584,043
| -57% | -$117M |
|
245
Cheniere Energy
LNG
$55.4B
| $93.2M | 0.07% |
396,567
+324,308
| +449% | +$76.2M |
|
246
CBRE Group
CBRE
$42.7B
| $92.2M | 0.07% |
584,906
| – | – |
|
247
Surgery Partners
SGRY
$2.01B
| $91.8M | 0.07% |
4,242,620
-33,187
| -0.8% | -$740K |
|
248
Genuine Parts
GPC
$18.5B
| $91.6M | 0.07% |
660,964
-14,702
| -2% | -$1.97M |
|
249
RadNet
RDNT
$6.06B
| $90.4M | 0.07% |
1,186,060
-21,292
| -2% | -$1.38M |
|
250
Kratos Defense & Security Solutions
KTOS
$12B
| $89.7M | 0.07% |
+982,035
| New | +$62.9M |
|
Similar funds
VAM
ClearBridge Investments's Q3 2025 Portfolio in Review
As of Q3 2025, ClearBridge Investments held 752 positions worth $133B, up 7.8% from $123B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
ClearBridge Investments's Q3 2025 filing shows 46 new, 279 increased, 343 reduced and 41 closed positions. Its largest new stake was Emera Inc: 6,866,836 shares worth $329M. The largest sale was Workday, an estimated $625M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Financials and Industrials.
- ClearBridge Investments's largest Q3 2025 buy was Emera Inc: 6,866,836 shares worth $329M.
- ClearBridge Investments added most to TSMC in Q3 2025, an estimated $490M increase.
- ClearBridge Investments's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $615M.
- ClearBridge Investments fully exited Workday in Q3 2025, selling an estimated $625M.
- ClearBridge Investments's ten largest holdings make up 28% of its $133B portfolio in Q3 2025.
- ClearBridge Investments opened 46 new positions and closed 41 in Q3 2025.
- ClearBridge Investments's portfolio value rose 7.8% quarter-over-quarter to $133B.
Based on ClearBridge Investments's 13F filing for Q3 2025, filed 13 Nov 2025.