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
326
$40.6M 0.05%
1,705,223
+6,627
327
$40.5M 0.05%
323,775
-1,699
328
$39.8M 0.04%
1,807,890
329
$39.3M 0.04%
2,538,813
-1,217
330
$38.8M 0.04%
1,032,565
-5,740
331
$38.7M 0.04%
1,124,320
332
$38.6M 0.04%
833,169
-169,459
333
$38.4M 0.04%
2,416,296
-10,328
334
$38.1M 0.04%
1,003,560
+6,459
335
$37.8M 0.04%
801,534
-150,000
336
$37.7M 0.04%
2,185,106
-896
337
$37.3M 0.04%
166,355
+608
338
$37.3M 0.04%
1,417,082
+6,274
339
$37.1M 0.04%
383,379
-6,659
340
$36.6M 0.04%
308,625
+247,760
341
$36.5M 0.04%
3,684,633
+690,933
342
$36.4M 0.04%
705,196
-142,470
343
$36.3M 0.04%
559,020
-838,710
344
$36.3M 0.04%
856,943
+3,575
345
$35.9M 0.04%
2,902,883
-19,079
346
$35.7M 0.04%
514,934
-293,262
347
$35.7M 0.04%
1,470,815
+1,353,861
348
$35.6M 0.04%
341,550
349
$35.6M 0.04%
891,446
-82,634
350
$35.5M 0.04%
1,023,945
+305,723
12 13
14
15 16