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
476
$14.4M 0.02%
880,566
+64,256
477
$14.2M 0.02%
718,021
+48,309
478
$14.1M 0.02%
1,430,795
+133,901
479
$14M 0.02%
344,080
-120
480
$14M 0.02%
840,270
-82,990
481
$13.9M 0.02%
334,741
-24
482
$13.7M 0.02%
221,262
+14,241
483
$13.7M 0.02%
327,178
-66,593
484
$13.5M 0.02%
243,098
-11,778
485
$13.5M 0.02%
1,129,388
486
$13.4M 0.02%
1,468,500
-501,731
487
$13.3M 0.01%
3,082,594
+252,679
488
$13.1M 0.01%
550,000
489
$13.1M 0.01%
501,476
-364
490
$12.7M 0.01%
331,449
491
$12.6M 0.01%
175,124
-1,003
492
$12.6M 0.01%
549,428
-64,962
493
$12.6M 0.01%
275,100
494
$12.3M 0.01%
+651,918
495
$12.2M 0.01%
+700,000
496
$12.1M 0.01%
42,731
+39,939
497
$12.1M 0.01%
452,738
+29,869
498
$12M 0.01%
284,902
+31,212
499
$11.9M 0.01%
599,948
+1,832
500
$11.5M 0.01%
339,417
+15,952
18 19
20
21 22