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
376
$30.3M 0.03%
645,712
-22,491
377
$30.2M 0.03%
228,238
+227,954
378
$30M 0.03%
1,503,017
-8,888
379
$30M 0.03%
1,134,702
+82,397
380
$29.3M 0.03%
317,460
-61,955
381
$29.2M 0.03%
844,634
-32,946
382
$29.2M 0.03%
276,652
-1,305
383
$29.2M 0.03%
152,410
-109,189
384
$29M 0.03%
1,175,549
+72,000
385
$29M 0.03%
1,157,460
386
$28.9M 0.03%
4,531,925
-353,370
387
$28.4M 0.03%
1,487,751
+244,000
388
$28.4M 0.03%
984,789
+156,919
389
$28.2M 0.03%
1,331,764
-675,956
390
$28.2M 0.03%
257,675
-44,400
391
$28M 0.03%
289,784
+11,057
392
$27.8M 0.03%
173,666
+7,460
393
$27.4M 0.03%
678,535
+2,598
394
$27.3M 0.03%
332,455
-2,210
395
$27.3M 0.03%
2,097,739
396
$26.3M 0.03%
210,367
-874
397
$26M 0.03%
2,921,889
+188,703
398
$26M 0.03%
695,296
+693,664
399
$25.5M 0.03%
868,910
400
$25.4M 0.03%
929,218
+4,726
14 15
16
17 18