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
$94.6B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$134M
3
+$132M
4
KO icon
Coca-Cola
KO
+$108M
5
SNDK
SANDISK CORP
SNDK
+$102M

Top Sells

1
+$1.05B
2
+$225M
3
+$150M
4
AMGN icon
Amgen
AMGN
+$132M
5
GE icon
GE Aerospace
GE
+$108M

Sector Composition

1 Healthcare 20.43%
2 Technology 13.86%
3 Energy 13.63%
4 Financials 8.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$34.7M 0.04%
235,798
-2,250
352
$34.3M 0.04%
558,938
-3,627
353
$34.1M 0.04%
406,001
-2,586
354
$33.5M 0.04%
132,432
-20,989
355
$33.4M 0.04%
1,161,839
-238,595
356
$33.3M 0.04%
717,042
-4,870
357
$33.2M 0.04%
487,730
+129,969
358
$33.2M 0.04%
1,030,825
-13,368
359
$33.1M 0.04%
8,274
-73
360
$33M 0.03%
512,941
+470,725
361
$32.7M 0.03%
384,367
-1,369
362
$32.4M 0.03%
399,492
+37,039
363
$32.3M 0.03%
581,093
-2,370
364
$32.3M 0.03%
210,446
-1,182
365
$32M 0.03%
584,481
+582,618
366
$31.9M 0.03%
1,430,196
-8,103
367
$31.8M 0.03%
580,410
368
$31.7M 0.03%
3,900,407
-18,966
369
$31.5M 0.03%
2,179,759
-11,698
370
$31.4M 0.03%
915,722
-4,735
371
$31.3M 0.03%
942,518
-96,725
372
$30.9M 0.03%
1,109,711
-74,382
373
$30.9M 0.03%
1,047,185
-172,593
374
$30.7M 0.03%
1,893,677
-16,924
375
$30.5M 0.03%
274,862
-901
13 14
15
16 17