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
301
$48.1M 0.05%
1,059,322
-2,699
302
$47.7M 0.05%
1,580,721
-8,969
303
$47.5M 0.05%
832,368
-67,368
304
$47.1M 0.05%
1,710,136
-72,907
305
$47.1M 0.05%
1,361,269
-13,229
306
$47M 0.05%
815,257
+802,348
307
$46.8M 0.05%
4,177,674
-3,533,210
308
$46.7M 0.05%
831,166
+100,354
309
$46.1M 0.05%
844,142
-8,484
310
$46.1M 0.05%
947,881
+71,375
311
$46M 0.05%
1,980,235
-8,032
312
$45.6M 0.05%
520,823
+22,218
313
$45.5M 0.05%
1,133,979
+212,740
314
$45.3M 0.05%
1,644,739
-8,692
315
$44.9M 0.05%
10,122,960
-135,504
316
$44.4M 0.05%
853,500
-7,100
317
$44.2M 0.05%
907,718
+4,761
318
$44M 0.05%
2,443,515
+597,005
319
$43.9M 0.05%
1,433,986
-4,959
320
$43.8M 0.05%
295,927
+64,778
321
$43.6M 0.05%
1,107,406
-26,457
322
$43.5M 0.05%
857,292
-3,735
323
$43.2M 0.05%
2,514,980
+236,076
324
$42.8M 0.05%
766,913
+671,022
325
$42.5M 0.04%
1,763,025
-23,024
11 12
13
14 15