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
251
$63.5M 0.07%
786,075
-335,114
252
$63.3M 0.07%
1,801,480
+61,152
253
$63.3M 0.07%
+2,298,980
254
$62.6M 0.07%
1,410,691
+257,001
255
$62.2M 0.07%
2,947,415
+117,475
256
$61.8M 0.07%
1,067,204
-72,240
257
$61M 0.07%
916,262
-111,409
258
$60.6M 0.07%
1,334,851
259
$59.6M 0.07%
1,895,416
+558
260
$59.6M 0.07%
1,133,487
-221
261
$59.4M 0.07%
1,535,438
-13,497
262
$59.3M 0.07%
612,630
-43,440
263
$58.8M 0.07%
2,959,585
-361,350
264
$58.6M 0.07%
1,073,098
265
$58.2M 0.07%
1,466,421
+190,010
266
$58.1M 0.07%
4,316,262
267
$57.9M 0.07%
1,175,241
+359,436
268
$57.7M 0.06%
849,937
-32,697
269
$57.4M 0.06%
+431,971
270
$56M 0.06%
991,744
-2,655
271
$55.6M 0.06%
1,911,966
+421,352
272
$54.9M 0.06%
415,759
-31,609
273
$54.8M 0.06%
1,244,475
-111,552
274
$54.4M 0.06%
891,953
-102,880
275
$54.3M 0.06%
672,087
+51,055
9 10
11
12 13