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
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.37%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$71.5M 0.05%
2,120,476
+3,518
302
$71.4M 0.05%
601,932
-36,566
303
$70.9M 0.05%
2,242,478
+5,696
304
$70.8M 0.05%
1,261,887
-199,954
305
$70.8M 0.05%
321,893
-307
306
$70.5M 0.05%
987,571
+94,646
307
$70M 0.05%
+773,311
308
$68.2M 0.05%
1,123,422
+2,136
309
$68M 0.05%
1,874,520
+29,631
310
$67.9M 0.05%
48,984
-10,168
311
$67.7M 0.05%
+3,710,132
312
$67.7M 0.05%
382,578
+189,192
313
$67.1M 0.05%
4,697,520
+3,085
314
$66.7M 0.05%
5,868,180
-1,322,476
315
$66.5M 0.05%
1,343,440
+69,233
316
$66M 0.05%
173,995
-9,934
317
$66M 0.05%
503,010
+53
318
$65.7M 0.05%
595,871
-1,830
319
$65.5M 0.05%
3,819,584
+287,051
320
$65.4M 0.05%
1,710,026
-3,091
321
$65.3M 0.05%
818,274
-115,368
322
$65.3M 0.05%
2,710,432
-2,740
323
$65.3M 0.05%
1,061,729
-4,945
324
$65.3M 0.05%
2,493,826
-6,249
325
$65.1M 0.05%
1,361,245
+1,117
11 12
13
14 15