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
$88.9B
AUM Growth
+$4.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$139M
3
+$135M
4
CHRW icon
C.H. Robinson
CHRW
+$127M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$619M
2
+$153M
3
+$139M
4
PEP icon
PepsiCo
PEP
+$136M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$126M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.69%
4 Industrials 10.15%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18.4M 0.02%
828,948
+3,593
452
$18.3M 0.02%
+847,578
453
$18.1M 0.02%
356,143
+229
454
$18M 0.02%
1,694,370
+1,580
455
$17.9M 0.02%
132,551
-230,296
456
$17.4M 0.02%
717,328
+3,678
457
$17.4M 0.02%
66,563
-57,452
458
$17.4M 0.02%
1,239,026
+1,875
459
$17.3M 0.02%
319,374
+2,809
460
$17.1M 0.02%
373,341
-13
461
$17M 0.02%
+955,727
462
$16.2M 0.02%
171,982
-7,242
463
$16M 0.02%
240,915
+3,121
464
$15.9M 0.02%
206,391
+2,956
465
$15.7M 0.02%
501,321
466
$15.7M 0.02%
1,178,920
-83,340
467
$15.6M 0.02%
356,042
+7,387
468
$15.5M 0.02%
549,876
+2,788
469
$15.4M 0.02%
631,168
+1,278
470
$14.7M 0.02%
671,483
-55,439
471
$14.6M 0.02%
+206,521
472
$14.6M 0.02%
829,692
+3,105
473
$14.6M 0.02%
542,951
+52,680
474
$14.5M 0.02%
825,748
-3,576
475
$14.4M 0.02%
939,420
+20,710
17 18
19
20 21