ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30M 0.02%
704,018
+37,009
402
$29.6M 0.02%
1,130,381
-716,655
403
$29.3M 0.02%
169,323
+49,800
404
$29.2M 0.02%
+312,046
405
$28.4M 0.02%
462,241
+138,036
406
$28.4M 0.02%
370,778
+33,533
407
$28M 0.02%
217,026
+30,993
408
$28M 0.02%
778,620
-3,568
409
$27.7M 0.02%
1,831,372
-29,168
410
$27.5M 0.02%
85,296
-1,716
411
$27.3M 0.02%
164,019
-2,609
412
$27.1M 0.02%
517,259
+27,181
413
$26.7M 0.02%
123,600
-29,075
414
$26.5M 0.02%
493,091
415
$26.5M 0.02%
533,418
+36,881
416
$25.6M 0.02%
493,063
+308,296
417
$25.6M 0.02%
90,637
-6,701
418
$25.4M 0.02%
344,577
-5,488
419
$25.2M 0.02%
303,062
-622
420
$25.1M 0.02%
1,516,835
-432,032
421
$24.7M 0.02%
+613,852
422
$24.7M 0.02%
148,855
+87,765
423
$24.6M 0.02%
172,942
-19,863
424
$24.1M 0.02%
248,096
-3,951
425
$23.4M 0.02%
46,819
+232
15 16
17
18 19