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 | |
|---|---|---|---|---|---|---|
176
WIX.com
WIX
$2.88B
| $159M | 0.12% |
896,389
-18,933
| -2% | -$2.85M |
|
177
Brookfield Renewable
BEPC
$6.5B
| $156M | 0.12% |
4,530,672
+4,236,822
| +1,442% | +$145M |
|
178
Burlington
BURL
$22.3B
| $156M | 0.12% |
612,553
-38,100
| -6% | -$10.3M |
|
179
Corebridge Financial
CRBG
$15.1B
| $155M | 0.12% |
4,828,702
-497,535
| -9% | -$17M |
|
180
Shift4
FOUR
$3.47B
| $154M | 0.12% |
1,994,284
+62,234
| +3% | +$5.79M |
|
181
Insmed
INSM
$28.9B
| $154M | 0.12% |
1,068,018
-356,544
| -25% | -$43.7M |
|
182
Teledyne Technologies
TDY
$31.8B
| $154M | 0.12% |
262,114
-2,358
| -0.9% | -$1.29M |
|
183
Lattice Semiconductor
LSCC
$18.4B
| $152M | 0.11% |
2,071,359
-97,759
| -5% | -$5.95M |
|
184
Franco-Nevada
FNV
$45.5B
| $149M | 0.11% |
669,383
-14,516
| -2% | -$2.62M |
|
185
Chewy
CHWY
$9.15B
| $148M | 0.11% |
3,669,623
+22,856
| +0.6% | +$881K |
|
186
SAP
SAP
$236B
| $147M | 0.11% |
550,234
-45,378
| -8% | -$12.8M |
|
187
Scotiabank
BNS
$110B
| $146M | 0.11% |
2,252,532
-45,243
| -2% | -$2.67M |
|
188
American Express
AXP
$232B
| $143M | 0.11% |
429,755
-12,713
| -3% | -$4.04M |
|
189
Gilead Sciences
GILD
$168B
| $141M | 0.11% |
1,273,087
-35,380
| -3% | -$4.02M |
|
190
APi Group
APG
$18.8B
| $141M | 0.11% |
4,088,295
-356,394
| -8% | -$12.4M |
|
191
Newmont
NEM
$124B
| $140M | 0.11% |
1,660,888
-45,020
| -3% | -$3.14M |
|
192
Trex
TREX
$5.05B
| $136M | 0.1% |
2,636,366
-312,896
| -11% | -$19.1M |
|
193
Motorola Solutions
MSI
$77.7B
| $136M | 0.1% |
297,629
-8,856
| -3% | -$3.99M |
|
194
Micron Technology
MU
$1.03T
| $135M | 0.1% |
806,057
-654,911
| -45% | -$83.8M |
|
195
O'Reilly Automotive
ORLY
$74.5B
| $134M | 0.1% |
1,242,345
-113,412
| -8% | -$11.4M |
|
196
Plains GP Holdings
PAGP
$4.98B
| $133M | 0.1% |
7,306,129
-34,827
| -0.5% | -$665K |
|
197
Medpace
MEDP
$16.7B
| $132M | 0.1% |
256,564
-7,345
| -3% | -$3.21M |
|
198
Live Nation Entertainment
LYV
$43.2B
| $132M | 0.1% |
804,910
-26,163
| -3% | -$4.13M |
|
199
OneMain Financial
OMF
$7.44B
| $131M | 0.1% |
2,313,309
-54,849
| -2% | -$3.24M |
|
200
Varonis Systems
VRNS
$4.82B
| $130M | 0.1% |
2,270,399
-150,393
| -6% | -$8.34M |
|
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.