ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$61.6M 0.05%
938,806
-13,700
302
$61M 0.05%
244,645
-10,773
303
$60.3M 0.05%
262,188
-3,652
304
$59.5M 0.04%
163,081
-420
305
$58.7M 0.04%
700,504
-10,124
306
$58.3M 0.04%
2,152,255
-54,904
307
$58.3M 0.04%
729,577
-534,138
308
$57.9M 0.04%
+815,859
309
$57.6M 0.04%
362,533
-22,510
310
$57.3M 0.04%
428,185
+20,067
311
$57.2M 0.04%
296,083
-8,785
312
$56.6M 0.04%
+1,395,679
313
$56.5M 0.04%
896,288
-305,892
314
$56.3M 0.04%
1,629,385
-21,930
315
$55.5M 0.04%
1,284,244
+188,857
316
$54.9M 0.04%
1,981,598
-45,248
317
$54.8M 0.04%
614,487
+65,699
318
$53.4M 0.04%
216,409
-4,907
319
$53.1M 0.04%
954,831
+541,024
320
$51.9M 0.04%
972,303
+5,626
321
$51.2M 0.04%
562,290
+1,668
322
$50.6M 0.04%
255,287
-14,102
323
$50.3M 0.04%
242,280
-12,861
324
$49.9M 0.04%
374,129
-670
325
$49.9M 0.04%
2,946,104
+133,743
11 12
13
14 15