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
251
$64.2M 0.07%
500,351
+22,598
252
$63.8M 0.07%
989,452
+158,868
253
$63.6M 0.07%
1,810,073
254
$63.5M 0.07%
6,082,367
+62,993
255
$63.5M 0.07%
2,050,456
-10,884
256
$63M 0.07%
1,351,861
-11,547
257
$62.3M 0.07%
1,970,656
-81,856
258
$62.1M 0.07%
1,392,151
-3,609
259
$60.6M 0.06%
2,743,095
-165,036
260
$60.5M 0.06%
+1,883,353
261
$60.4M 0.06%
3,129,295
-454,538
262
$60M 0.06%
509,795
-1,875
263
$59.5M 0.06%
4,314,520
-17,232
264
$59.1M 0.06%
+1,739,267
265
$59.1M 0.06%
1,503,545
-28,600
266
$58.6M 0.06%
400,316
-20,156
267
$58.4M 0.06%
1,022,264
268
$58.3M 0.06%
871,882
-514,661
269
$58.2M 0.06%
718,663
-2,209
270
$57.6M 0.06%
1,655,239
+20,073
271
$57.5M 0.06%
1,072,125
-28,285
272
$57.2M 0.06%
2,696,460
+58,899
273
$57M 0.06%
1,438,625
+94,652
274
$55.3M 0.06%
111,646
+829
275
$55.1M 0.06%
+1,200,943
9 10
11
12 13