ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$227M
2
+$124M
3
+$117M
4
EEP
Enbridge Energy Partners
EEP
+$116M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$583M
2
+$148M
3
+$136M
4
PEP icon
PepsiCo
PEP
+$132M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$122M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.66%
4 Industrials 10.23%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35M 0.04%
1,358,315
-930
352
$34.9M 0.04%
1,021,097
-76,883
353
$33.9M 0.04%
1,199,350
+71,770
354
$33.8M 0.04%
1,061,373
-1,660
355
$33.7M 0.04%
8,343
+28
356
$33.6M 0.04%
333,684
-25,992
357
$33.6M 0.04%
912,663
+3,364
358
$33.1M 0.04%
481,750
+48,467
359
$32.6M 0.04%
1,153,387
-750
360
$32.6M 0.04%
255,017
+1,795
361
$32M 0.04%
303,132
-21,966
362
$31.8M 0.04%
209,287
+712
363
$31.7M 0.04%
575,349
+2,346
364
$31.5M 0.04%
1,571,874
+7,117
365
$31.5M 0.04%
1,637,881
+6,458
366
$31.3M 0.04%
522,203
-2,988
367
$31.3M 0.04%
781,399
-4,357
368
$31.3M 0.04%
1,233,139
-109,074
369
$31.2M 0.04%
334,523
-5,140
370
$31.2M 0.04%
758,574
+8,681
371
$31M 0.03%
2,168,370
+6,521
372
$30.8M 0.03%
897,294
-199,811
373
$30.6M 0.03%
1,241,904
+5,247
374
$30.5M 0.03%
396,822
+3,454
375
$30.2M 0.03%
5,207,338
+229,450
13 14
15
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