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
301
$46.9M 0.05%
648,528
+58,074
302
$46.9M 0.05%
1,401,965
-110,922
303
$46.9M 0.05%
881,525
+106,018
304
$46.7M 0.05%
1,286,417
305
$46.4M 0.05%
1,425,962
306
$46.3M 0.05%
987,006
-120
307
$46.2M 0.05%
2,463,120
-2,090
308
$45.9M 0.05%
687,532
+2,599
309
$45.8M 0.05%
994,738
-25,550
310
$45.5M 0.05%
801,740
-50,830
311
$45.1M 0.05%
313,060
+982
312
$44.7M 0.05%
469,033
-1,379
313
$43.6M 0.05%
763,570
+436,830
314
$42.8M 0.05%
1,235,239
+240,046
315
$42.7M 0.05%
280,449
-6,484
316
$42.6M 0.05%
739,730
+102,290
317
$42.5M 0.05%
3,413,378
+13,191
318
$41.9M 0.05%
437,632
-13,625
319
$41.7M 0.05%
435,161
-21,514
320
$41.4M 0.05%
1,681,724
+14,928
321
$41.3M 0.05%
608,843
+156,533
322
$41.2M 0.05%
2,248,985
-11,438
323
$41M 0.05%
807,926
+6,223
324
$40.8M 0.05%
510,040
325
$40.6M 0.05%
1,114,306
-26,803
11 12
13
14 15