ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114B
AUM Growth
-$8.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$552M
2
+$244M
3
+$194M
4
TSLA icon
Tesla
TSLA
+$183M
5
PEP icon
PepsiCo
PEP
+$162M

Top Sells

1
+$440M
2
+$351M
3
+$283M
4
CP icon
Canadian Pacific Kansas City
CP
+$275M
5
AAPL icon
Apple
AAPL
+$253M

Sector Composition

1 Technology 25.42%
2 Financials 14.21%
3 Healthcare 13.09%
4 Industrials 10.57%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$827M 0.72%
1,662,865
-188,324
27
$816M 0.71%
3,058,977
-614,292
28
$814M 0.71%
1,679,171
-171,687
29
$800M 0.7%
3,492,255
+113,349
30
$795M 0.69%
4,656,184
-118,987
31
$794M 0.69%
3,647,776
+171,347
32
$792M 0.69%
17,864,379
-410,939
33
$755M 0.66%
2,027,482
-71,404
34
$729M 0.64%
17,474,570
+599,302
35
$728M 0.64%
1,185,778
+78,011
36
$718M 0.63%
2,943,040
-82,669
37
$716M 0.63%
5,874,457
-46,754
38
$713M 0.62%
2,284,187
-72,564
39
$697M 0.61%
1,407,954
-135,965
40
$693M 0.61%
4,905,573
+840,751
41
$682M 0.6%
9,518,527
+1,527,518
42
$680M 0.59%
2,911,638
+248,240
43
$677M 0.59%
10,372,649
+1,032,487
44
$670M 0.59%
1,317,726
-12,700
45
$668M 0.58%
4,026,844
-111,259
46
$658M 0.57%
17,834,897
-2,288,186
47
$652M 0.57%
12,196,316
-1,633,622
48
$644M 0.56%
2,483,099
+550,399
49
$636M 0.56%
1,483,831
+1,135,602
50
$636M 0.56%
8,726,863
-667,858
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