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
26
$704M 0.74%
8,459,379
-611,000
27
$676M 0.72%
6,450,178
-256,690
28
$676M 0.72%
3,044,668
-6,730
29
$664M 0.7%
7,706,525
+9,083
30
$647M 0.68%
12,207,315
+552,618
31
$627M 0.66%
20,987,587
+592,225
32
$624M 0.66%
9,211,369
+8,657
33
$605M 0.64%
6,260,502
-68,931
34
$605M 0.64%
7,052,846
-109,352
35
$590M 0.62%
31,674,677
+353,632
36
$589M 0.62%
5,161,351
+92,485
37
$578M 0.61%
21,884,960
-362,212
38
$567M 0.6%
7,646,486
-27,531
39
$556M 0.59%
5,765,068
-72,293
40
$542M 0.57%
9,423,002
-163,155
41
$538M 0.57%
6,157,989
-214,571
42
$531M 0.56%
10,641,811
-261,108
43
$521M 0.55%
9,984,151
+2,567,299
44
$512M 0.54%
15,396,739
+7,806,242
45
$510M 0.54%
10,573,106
+209,949
46
$485M 0.51%
15,104,054
-41,950
47
$484M 0.51%
18,584,234
+578,816
48
$481M 0.51%
4,196,072
-15,638
49
$478M 0.51%
4,509,612
-29,603
50
$473M 0.5%
10,739,942
+319,645
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