ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$109M 0.08%
5,165,672
-289,767
227
$108M 0.08%
2,171,689
+21,596
228
$108M 0.08%
1,923,251
+140,475
229
$108M 0.08%
277,882
+3,994
230
$108M 0.08%
889,501
+38,696
231
$106M 0.08%
2,183,705
-23,763
232
$105M 0.08%
1,150,459
-138,405
233
$104M 0.08%
1,267,528
+39,969
234
$104M 0.08%
7,343,366
-115,649
235
$104M 0.08%
3,675,449
+3,668,461
236
$102M 0.08%
106,845
-7,350
237
$101M 0.08%
6,705,145
+554,158
238
$101M 0.08%
2,696,047
-32,461
239
$96.6M 0.07%
1,161,828
-6,107
240
$96.2M 0.07%
2,798,839
+105,786
241
$95.7M 0.07%
+9,133,900
242
$94.7M 0.07%
2,647,253
+296,850
243
$94.2M 0.07%
2,518,853
-52,004
244
$94M 0.07%
439,575
-584,043
245
$93.2M 0.07%
396,567
+324,308
246
$92.2M 0.07%
584,906
247
$91.8M 0.07%
4,242,620
-33,187
248
$91.6M 0.07%
660,964
-14,702
249
$90.4M 0.07%
1,186,060
-21,292
250
$89.7M 0.07%
+982,035
8 9
10
11 12