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
$94.6B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$134M
3
+$132M
4
KO icon
Coca-Cola
KO
+$108M
5
SNDK
SANDISK CORP
SNDK
+$102M

Top Sells

1
+$1.05B
2
+$225M
3
+$150M
4
AMGN icon
Amgen
AMGN
+$132M
5
GE icon
GE Aerospace
GE
+$108M

Sector Composition

1 Healthcare 20.43%
2 Technology 13.86%
3 Energy 13.63%
4 Financials 8.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74.3M 0.08%
1,178,031
-80,252
227
$73.9M 0.08%
1,188,655
-10,877
228
$73.5M 0.08%
1,417,450
+365,517
229
$73.5M 0.08%
2,495,986
+1,685,821
230
$71.9M 0.08%
1,558,676
+126,966
231
$71.2M 0.08%
+4,441,278
232
$71.1M 0.08%
894,334
+108,380
233
$70.9M 0.08%
618,933
-6,207
234
$70.9M 0.08%
3,226,976
-30,227
235
$70.6M 0.07%
2,517,465
+435,373
236
$70.3M 0.07%
660,836
-85,334
237
$70.1M 0.07%
3,684,365
-155,890
238
$69.9M 0.07%
1,629,507
-83,604
239
$69.7M 0.07%
1,255,540
-3,521
240
$69M 0.07%
487,685
-55,826
241
$68.7M 0.07%
2,868,820
-3,440
242
$68.2M 0.07%
64,021
-324
243
$67.3M 0.07%
2,170,683
+312,242
244
$67M 0.07%
1,985,522
-9,744
245
$67M 0.07%
761,193
-52,559
246
$66M 0.07%
1,009,624
-4,911
247
$65.5M 0.07%
1,142,707
-79,087
248
$65M 0.07%
3,946,700
-645,050
249
$64.7M 0.07%
2,306,992
+368,175
250
$64.3M 0.07%
1,312,099
-4,300
8 9
10
11 12