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
401
$26.8M 0.03%
997,173
-1,799
402
$26.7M 0.03%
1,394,697
+17,577
403
$26.7M 0.03%
1,539,617
+131,015
404
$26.7M 0.03%
192,659
+2,209
405
$26.6M 0.03%
1,734,786
-579,886
406
$26.5M 0.03%
363,946
-57,470
407
$26.1M 0.03%
422,095
+3,961
408
$25.8M 0.03%
537,346
-19,353
409
$25.8M 0.03%
347,941
+491
410
$25.5M 0.03%
205,285
+1,788
411
$25.2M 0.03%
+591,735
412
$25M 0.03%
390,271
-299,478
413
$24.9M 0.03%
120,065
+4,012
414
$24.8M 0.03%
1,198,823
+3,980
415
$24.2M 0.03%
662,053
-3,804,670
416
$24M 0.03%
117,072
-112,602
417
$24M 0.03%
342,946
-2,646
418
$23.8M 0.03%
767,667
+2,840
419
$23.8M 0.03%
344,133
+22,242
420
$23.6M 0.03%
512,193
+33,490
421
$23.5M 0.03%
420,600
+680
422
$23.4M 0.03%
531,400
-44,134
423
$23.4M 0.03%
99,283
-2,857
424
$23.3M 0.03%
773,366
+977
425
$23M 0.03%
90,863
-654
15 16
17
18 19