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
451
$17.4M 0.02%
939,306
-4,498
452
$16.7M 0.02%
1,121,955
+29,485
453
$16.6M 0.02%
383,436
454
$16.4M 0.02%
887,475
-29,425
455
$16.4M 0.02%
1,176,470
456
$16.3M 0.02%
140,127
+49,972
457
$16.1M 0.02%
1,409,430
-7,137
458
$15.9M 0.02%
134,800
459
$15.8M 0.02%
380,266
460
$15.5M 0.02%
135,151
+89,876
461
$14.9M 0.02%
247,848
-362
462
$14.6M 0.02%
1,955,289
+53,989
463
$14.3M 0.02%
604,729
-7,433
464
$14.1M 0.02%
1,229,283
+938
465
$14M 0.01%
3,102,042
+10,837
466
$13.7M 0.01%
877,035
+63,887
467
$13.6M 0.01%
832,400
468
$13.5M 0.01%
824,649
-6,988
469
$13.4M 0.01%
1,155,481
-158,492
470
$13.4M 0.01%
250,250
-250,532
471
$13.3M 0.01%
578,509
-2,912
472
$13.2M 0.01%
501,133
-1,634
473
$13.1M 0.01%
289,990
-27,435
474
$12.9M 0.01%
+935,428
475
$12.8M 0.01%
669,744
-2,592
17 18
19
20 21