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
426
$20.1M 0.02%
630,962
-296,850
427
$20M 0.02%
1,257,600
+283,400
428
$19.9M 0.02%
190,888
-120,133
429
$19.9M 0.02%
2,107,650
430
$19.8M 0.02%
1,258,460
431
$19.8M 0.02%
701,170
-2,600
432
$19.6M 0.02%
1,065,258
+8
433
$19.6M 0.02%
525,107
+61,485
434
$19.5M 0.02%
+1,080,000
435
$19.3M 0.02%
814,830
-46,940
436
$19M 0.02%
383,903
-2,557
437
$19M 0.02%
1,411,359
+343,509
438
$18.7M 0.02%
1,164,368
-6,566
439
$18.7M 0.02%
325,324
-2,776
440
$18.6M 0.02%
1,128,661
-4,369
441
$18.6M 0.02%
130,980
+122,657
442
$18.6M 0.02%
1,099,385
-5,309
443
$18.5M 0.02%
1,118,732
-138,386
444
$18.5M 0.02%
662,238
-2,734
445
$18.2M 0.02%
941,161
-85,386
446
$18.2M 0.02%
1,046,339
447
$17.9M 0.02%
1,225,001
-5,846
448
$17.8M 0.02%
180,673
-9,227
449
$17.5M 0.02%
249,920
+25,670
450
$17.4M 0.02%
3,545,389
+99,090
16 17
18
19 20