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
26
$690M 0.78%
14,456,262
+424,389
27
$687M 0.77%
8,042,029
+283,155
28
$674M 0.76%
11,957,846
+644,005
29
$662M 0.75%
13,298,058
+1,186,052
30
$646M 0.73%
27,822,572
-4,400,108
31
$629M 0.71%
6,684,647
-44,622
32
$628M 0.71%
7,391,479
-42,107
33
$612M 0.69%
7,436,719
+696,646
34
$586M 0.66%
24,135,542
+1,531,575
35
$561M 0.63%
9,733,629
-588,732
36
$556M 0.63%
31,497,859
+1,576,709
37
$547M 0.62%
5,131,692
+33,431
38
$539M 0.61%
7,150,451
-441,087
39
$534M 0.6%
18,474,322
+87,943
40
$516M 0.58%
7,176,760
-135,950
41
$515M 0.58%
5,019,462
+54,550
42
$508M 0.57%
6,988,370
-60,100
43
$507M 0.57%
6,587,653
+153,460
44
$499M 0.56%
10,086,597
+84,152
45
$492M 0.55%
16,701,444
-1,179,980
46
$492M 0.55%
17,457,118
-648,449
47
$476M 0.54%
3,977,159
+53,284
48
$472M 0.53%
7,013,614
-4,269
49
$471M 0.53%
17,627,453
-1,725,546
50
$463M 0.52%
384,230
+5,367
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