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
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$42.7M 0.05%
849,460
-1,540
302
$42.2M 0.05%
665,354
-35,180
303
$41.9M 0.05%
1,153,335
+233,976
304
$41M 0.05%
1,954,700
-18,732
305
$40.9M 0.05%
1,266,686
+116,561
306
$40.8M 0.05%
7,953
-28
307
$40.7M 0.05%
3,096,535
-66,010
308
$40.4M 0.05%
1,954,296
-22,160
309
$40.2M 0.05%
450,690
+2,954
310
$40.2M 0.05%
955,871
-97,200
311
$39.9M 0.05%
822,398
-47,091
312
$39.6M 0.05%
1,676,858
-21,984
313
$39.3M 0.05%
1,186,349
-13,759
314
$38.2M 0.04%
2,045,282
+3,825
315
$38.1M 0.04%
510,489
-195
316
$38M 0.04%
843,248
+23,904
317
$37.4M 0.04%
428,370
+683
318
$37.2M 0.04%
896,679
-291,964
319
$37.2M 0.04%
612,547
-2,331
320
$37.2M 0.04%
811,823
-22,294
321
$36.7M 0.04%
2,575,988
-605,562
322
$36.7M 0.04%
619,011
-435,591
323
$36.6M 0.04%
407,304
+8,437
324
$36.6M 0.04%
1,178,476
+17,218
325
$36.5M 0.04%
2,134,610
-418,135
11 12
13
14 15