ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$227M
2
+$124M
3
+$117M
4
EEP
Enbridge Energy Partners
EEP
+$116M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$583M
2
+$148M
3
+$136M
4
PEP icon
PepsiCo
PEP
+$132M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$122M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.66%
4 Industrials 10.23%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22.8M 0.03%
160,241
+3,579
427
$22.3M 0.03%
642,727
+7,302
428
$22.3M 0.03%
1,847,315
-12,735
429
$22.2M 0.03%
1,293,718
+5,235
430
$21.8M 0.02%
+1,228,920
431
$21.7M 0.02%
978,619
-1,659
432
$21.7M 0.02%
268,361
-5,914
433
$21.5M 0.02%
740,443
+3,046
434
$21.5M 0.02%
437,091
+17,467
435
$21.4M 0.02%
2,523,779
+43,038
436
$21.3M 0.02%
1,353,559
+3,328
437
$21.2M 0.02%
915,926
-4,862
438
$20.9M 0.02%
17,190
-5,422
439
$20.5M 0.02%
1,516,125
+5,904
440
$20.1M 0.02%
835,644
+67,724
441
$20.1M 0.02%
422,430
-49,136
442
$19.6M 0.02%
+65,199
443
$19.3M 0.02%
570,308
-10,116
444
$19.3M 0.02%
1,160,745
+21,105
445
$19.3M 0.02%
78,598
+281
446
$18.9M 0.02%
709,706
+2,902
447
$18.5M 0.02%
+763,641
448
$18.5M 0.02%
3,207,571
+4,030
449
$18.5M 0.02%
1,399,599
+7,022
450
$18.4M 0.02%
828,948
+3,593
16 17
18
19 20