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
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68.6M 0.08%
5,203,673
-78,858
227
$68.6M 0.08%
554,578
+27,204
228
$68.5M 0.08%
1,361,069
-600
229
$68.4M 0.08%
4,312,782
-2,160
230
$66.3M 0.08%
1,297,916
+262,443
231
$66.1M 0.08%
4,734,488
+5,017
232
$63.9M 0.07%
372,654
-1,767
233
$63.7M 0.07%
2,219,521
-5,554
234
$63.1M 0.07%
551,951
+24,802
235
$61.9M 0.07%
2,399,158
+660,838
236
$61.8M 0.07%
403,030
+16,082
237
$61.4M 0.07%
2,969,329
-110,984
238
$61.3M 0.07%
2,868,820
239
$61.2M 0.07%
967,297
-37,915
240
$60.9M 0.07%
512,515
-136,549
241
$59.7M 0.07%
754,375
+8,012
242
$59.6M 0.07%
569,261
-59,607
243
$59.5M 0.07%
1,767,609
-7,555
244
$59.4M 0.07%
2,254,318
-11,881
245
$59.3M 0.07%
1,258,206
-481
246
$58.8M 0.07%
848,252
-11,679
247
$58.7M 0.07%
3,295,125
+3,293,175
248
$58.4M 0.07%
4,039,120
-339,761
249
$58M 0.07%
954,362
-4,658
250
$57.9M 0.07%
1,857,813
-143,970
8 9
10
11 12