ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114B
AUM Growth
-$8.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$552M
2
+$244M
3
+$194M
4
TSLA icon
Tesla
TSLA
+$183M
5
PEP icon
PepsiCo
PEP
+$162M

Top Sells

1
+$440M
2
+$351M
3
+$283M
4
CP icon
Canadian Pacific Kansas City
CP
+$275M
5
AAPL icon
Apple
AAPL
+$253M

Sector Composition

1 Technology 25.42%
2 Financials 14.21%
3 Healthcare 13.09%
4 Industrials 10.57%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$79.5M 0.07%
3,161,587
-223,410
252
$78.5M 0.07%
336,390
+12,072
253
$77.8M 0.07%
682,990
+65,228
254
$77.6M 0.07%
913,523
-709,916
255
$77.2M 0.07%
123,176
+109,649
256
$76.8M 0.07%
517,338
-69,966
257
$76.3M 0.07%
5,595,525
+1,772,995
258
$76.2M 0.07%
582,806
+2,620
259
$75.8M 0.07%
450,666
-62,315
260
$75.4M 0.07%
5,532,334
+625,408
261
$75.2M 0.07%
3,059,298
-73,873
262
$74.8M 0.07%
282,056
+1,918
263
$73.6M 0.06%
411,504
-27,073
264
$71.7M 0.06%
1,695,705
-56,170
265
$70.6M 0.06%
636,073
+172,662
266
$70.6M 0.06%
284,696
-21,066
267
$70.4M 0.06%
3,510,948
-946,724
268
$69.4M 0.06%
205,344
-35,457
269
$69M 0.06%
+278,366
270
$68.5M 0.06%
553,789
-15,170
271
$68.4M 0.06%
2,709,296
-124,316
272
$67.8M 0.06%
3,767,133
-30,260
273
$66.8M 0.06%
303,815
-11,729
274
$66.6M 0.06%
428,528
-11,503
275
$66.1M 0.06%
479,718
-155,128
9 10
11
12 13