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
476
$11M 0.01%
174,642
+18,910
477
$10.9M 0.01%
160,202
-36,308
478
$10.9M 0.01%
316,907
-70,643
479
$10.9M 0.01%
510,840
-149,810
480
$10.8M 0.01%
81,371
-110,554
481
$10.8M 0.01%
187,300
-89,971
482
$10.7M 0.01%
141,865
-68,031
483
$10.6M 0.01%
121,006
-49,711
484
$10.4M 0.01%
826,541
-186,706
485
$10.4M 0.01%
145,703
-31,908
486
$10.4M 0.01%
28,659
+218
487
$10.2M 0.01%
130,975
-28,902
488
$9.97M 0.01%
172,764
-31,266
489
$9.89M 0.01%
702,663
-7,858
490
$9.86M 0.01%
18,040
-261,843
491
$9.83M 0.01%
565,651
-118,770
492
$9.76M 0.01%
422,835
493
$9.67M 0.01%
186,343
-41,627
494
$9.5M 0.01%
219,618
-46,170
495
$9.46M 0.01%
240,947
-43,454
496
$9.34M 0.01%
560,978
-123,177
497
$9.3M 0.01%
276,848
+69,786
498
$9.27M 0.01%
145,230
-91,848
499
$9.18M 0.01%
345,012
-75,480
500
$9.12M 0.01%
40,073
+9,946
18 19
20
21 22