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
426
$23.3M 0.02%
341,121
+41,997
427
$23.1M 0.02%
151,668
+482
428
$22.4M 0.02%
2,370,000
-37,748
429
$22.3M 0.02%
324,688
+39,008
430
$22.2M 0.02%
159,528
-118,650
431
$22M 0.02%
+56,635
432
$20.8M 0.02%
391,477
-88,351
433
$20.2M 0.02%
+167,181
434
$20.1M 0.02%
1,559,151
-465,837
435
$20.1M 0.02%
71,105
+443
436
$19.9M 0.02%
307,915
+3,659
437
$19.9M 0.02%
+668,002
438
$19.6M 0.01%
453,468
-4,240
439
$19.5M 0.01%
14,224,978
-151,333
440
$18.7M 0.01%
62,807
+57,414
441
$18.2M 0.01%
77,111
+11,838
442
$17.7M 0.01%
52,475
+112
443
$17.5M 0.01%
154,593
+3,229
444
$17.4M 0.01%
140,674
+136,495
445
$17.2M 0.01%
243,291
+83,048
446
$17.1M 0.01%
57,047
447
$17.1M 0.01%
+113,207
448
$16.4M 0.01%
367,690
-506
449
$16.4M 0.01%
321,312
+7,112
450
$16.1M 0.01%
99,039
+23,365
16 17
18
19 20