ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$662M 0.77%
6,301,047
-1,543,956
27
$649M 0.75%
8,689,352
-31,434
28
$609M 0.7%
7,912,955
-19,720
29
$606M 0.7%
12,831,679
-55,162
30
$601M 0.7%
9,095,666
-58,486
31
$587M 0.68%
9,474,704
+89,624
32
$587M 0.68%
7,524,346
-111,197
33
$586M 0.68%
8,407,345
-118,638
34
$574M 0.66%
4,508,488
+54,771
35
$566M 0.66%
5,202,369
+28,905
36
$525M 0.61%
30,499,432
-246,101
37
$523M 0.61%
12,168,870
+835,785
38
$511M 0.59%
13,474,320
-8,161,080
39
$492M 0.57%
5,110,647
+271,958
40
$484M 0.56%
8,829,100
-51,425
41
$483M 0.56%
18,091,331
-362,549
42
$479M 0.56%
3,848,817
+78,500
43
$478M 0.55%
18,671,046
-764,188
44
$470M 0.54%
13,635,476
-1,139,802
45
$469M 0.54%
18,056,512
-2,620,321
46
$465M 0.54%
14,090,432
-19,876
47
$457M 0.53%
344,828
-1,531
48
$449M 0.52%
4,630,193
-27,019
49
$432M 0.5%
10,059,433
-293,226
50
$422M 0.49%
4,269,984
-34,554
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2
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