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
276
$54.7M 0.06%
982,481
-70,190
277
$54.6M 0.06%
772,309
+51,801
278
$54.4M 0.06%
1,595,518
-5,943
279
$53.6M 0.06%
3,429,508
-294,388
280
$53.4M 0.06%
+2,946,882
281
$53.4M 0.06%
+2,966,889
282
$53.3M 0.06%
1,658,491
-8,566
283
$53.2M 0.06%
1,088,624
-82,298
284
$53.2M 0.06%
3,007,170
+350,000
285
$51.9M 0.05%
739,556
+70,349
286
$51.5M 0.05%
1,782,288
-11,037
287
$51.4M 0.05%
322,914
-22,028
288
$51.3M 0.05%
411,211
+45,864
289
$51.2M 0.05%
2,528,965
290
$51M 0.05%
2,350,290
-11,916
291
$50.8M 0.05%
401,496
-25,330
292
$50.7M 0.05%
948,375
-117,495
293
$50.2M 0.05%
1,244,485
-17,744
294
$50M 0.05%
725,540
-3,628
295
$49.4M 0.05%
1,229,614
+1,221,670
296
$49.4M 0.05%
212,011
+43,058
297
$49.2M 0.05%
1,596,303
298
$48.8M 0.05%
689,556
-3,487
299
$48.4M 0.05%
1,307,501
-523,119
300
$48.3M 0.05%
858,886
+340
10 11
12
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