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
401
$25.3M 0.03%
1,056,580
+971,530
402
$24.9M 0.03%
1,421,863
-7,130
403
$24.9M 0.03%
2,055,248
+288,023
404
$24.8M 0.03%
447,425
+18,729
405
$24.8M 0.03%
865,325
406
$24.3M 0.03%
2,283,460
407
$24M 0.03%
+475,700
408
$23.9M 0.03%
109,492
-6,451
409
$23.9M 0.03%
803,500
+802,949
410
$23.7M 0.03%
983,532
-705,344
411
$23.6M 0.02%
20,059
+2,865
412
$23.5M 0.02%
332,421
-1,386
413
$23.2M 0.02%
684,811
+684,111
414
$22.9M 0.02%
1,304,216
-10,463
415
$22.7M 0.02%
507,284
+7,211
416
$22.3M 0.02%
467,388
-71,074
417
$22.2M 0.02%
715,249
+5,415
418
$21.8M 0.02%
845,938
+97,857
419
$21.6M 0.02%
89,396
+661
420
$21.4M 0.02%
1,550,340
-11,040
421
$20.7M 0.02%
563,071
-142
422
$20.6M 0.02%
366,515
-184,585
423
$20.6M 0.02%
680,000
424
$20.4M 0.02%
632,139
-1,674
425
$20.3M 0.02%
2,055,294
-10,770
15 16
17
18 19