ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$979M 0.74%
3,204,642
-131,491
27
$954M 0.72%
1,967,528
+546,587
28
$931M 0.7%
18,051,330
+528,654
29
$913M 0.69%
2,635,566
-43,672
30
$910M 0.69%
4,517,111
+1,954,137
31
$903M 0.68%
3,235,445
-671,232
32
$875M 0.66%
1,281,847
+142,695
33
$840M 0.63%
5,812,209
+215,967
34
$825M 0.62%
4,406,987
+588,107
35
$818M 0.62%
858,696
-50,336
36
$805M 0.61%
3,406,353
-855,091
37
$775M 0.58%
1,733,232
+182,962
38
$712M 0.54%
2,313,647
-112,107
39
$711M 0.54%
5,857,492
+134,669
40
$707M 0.53%
3,677,219
+69,810
41
$695M 0.52%
6,073,069
-225,617
42
$681M 0.51%
9,031,836
-97,384
43
$672M 0.51%
6,861,280
-113,564
44
$670M 0.5%
1,358,418
-265,404
45
$668M 0.5%
1,807,235
-120,081
46
$663M 0.5%
2,770,023
-166,877
47
$652M 0.49%
6,994,555
+5,266,204
48
$647M 0.49%
4,354,811
-808,462
49
$623M 0.47%
1,960,336
-22,884
50
$619M 0.47%
862,028
-70,603
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