ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.9B
AUM Growth
+$4.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$139M
3
+$135M
4
CHRW icon
C.H. Robinson
CHRW
+$127M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$619M
2
+$153M
3
+$139M
4
PEP icon
PepsiCo
PEP
+$136M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$126M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.69%
4 Industrials 10.15%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.5M 0.08%
954,591
-28,140
227
$72.5M 0.08%
2,538,016
-24,655
228
$71.4M 0.08%
3,995,830
-122,320
229
$71.2M 0.08%
2,170,604
-214,087
230
$70.9M 0.08%
1,288,785
-104,077
231
$70.6M 0.08%
593,555
-53,432
232
$70.6M 0.08%
924,854
+90,879
233
$70.3M 0.08%
926,135
+185,862
234
$70M 0.08%
848,003
-84,216
235
$69.3M 0.08%
857,781
-23,037
236
$69M 0.08%
1,591,460
237
$68.7M 0.08%
1,833,332
-149,927
238
$68.6M 0.08%
2,011,766
+87,760
239
$67.9M 0.08%
+1,874,818
240
$67.3M 0.08%
1,563,899
+356,519
241
$67.2M 0.08%
916,014
-39,250
242
$67.2M 0.08%
1,731,880
+4,766
243
$66.8M 0.08%
2,672,758
+10,239
244
$65.4M 0.07%
1,802,370
245
$65.1M 0.07%
741,550
+146,145
246
$64.9M 0.07%
784,768
-8,973
247
$64.9M 0.07%
586,825
-163,173
248
$64.4M 0.07%
1,361,770
+68,083
249
$64M 0.07%
398,143
+2,321
250
$63.9M 0.07%
1,411,106
+4,930
8 9
10
11 12