ClearBridge Investments Portfolio holdings
AUM
$133B
1-Year Est. Return
26.42%
1 Year Est. Return
+26.42%
AUM
$123B
AUM Growth
+$8.7B
(+7.6%)
Holding
741
Top Buys
| 1 | +$325M | |
| 2 | +$257M | |
| 3 | +$239M | |
| 4 |
Broadcom
AVGO
|
+$231M |
| 5 |
Boeing
BA
|
+$202M |
Top Sells
| 1 | +$398M | |
| 2 | +$335M | |
| 3 | +$279M | |
| 4 |
PepsiCo
PEP
|
+$270M |
| 5 |
Zoetis
ZTS
|
+$264M |
Sector Composition
| 1 | Technology | 28.62% |
| 2 | Financials | 13% |
| 3 | Industrials | 11.15% |
| 4 | Healthcare | 10.73% |
| 5 | Communication Services | 9.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Everest Group
EG
$13.7B
| $10M | 0.01% |
29,500
+841
|
|
||
477
Extreme Networks
EXTR
$2.36B
| $10M | 0.01% |
556,981
-116,395
|
|
||
478
CrossAmerica Partners
CAPL
$797M
| $9.85M | 0.01% |
471,012
|
|
||
479
Korn Ferry
KFY
$3.42B
| $9.71M | 0.01% |
132,466
-27,736
|
|
||
480
Lloyds Banking Group
LYG
$71.9B
| $9.69M | 0.01% |
2,280,279
-24,231,445
|
|
||
481
Brookfield Renewable
BEPC
$7.53B
| $9.63M | 0.01% |
293,850
-267,340
|
|
||
482
Brookfield Infrastructure Partners
BIP
$16.5B
| $9.53M | 0.01% |
284,359
-2,989
|
|
||
|
GRDN
483
Guardian Pharmacy Services
GRDN
$1.93B
| $9.49M | 0.01% |
445,524
-65,316
|
|
||
484
Seagate
STX
$56.1B
| $9.42M | 0.01% |
65,273
-848,250
|
|
||
485
Adobe
ADBE
$140B
| $9.37M | 0.01% |
24,230
-630,324
|
|
||
486
Westlake Chemical Partners
WLKP
$662M
| $9.34M | 0.01% |
422,835
|
|
||
487
Tecnoglass
TGLS
$2.09B
| $9.32M | 0.01% |
120,418
-25,285
|
|
||
488
Boot Barn
BOOT
$5.47B
| $9.29M | 0.01% |
+61,090
|
|
||
|
PENG
489
Penguin Solutions Inc
PENG
$995M
| $9.27M | 0.01% |
467,797
-97,854
|
|
||
490
Utz Brands
UTZ
$910M
| $9.03M | 0.01% |
719,457
+16,794
|
|
||
491
Itron
ITRI
$4.56B
| $9.02M | 0.01% |
68,525
-14,179
|
|
||
492
Photronics
PLAB
$1.27B
| $9.02M | 0.01% |
478,944
-103,456
|
|
||
493
PotlatchDeltic
PCH
$3.1B
| $9.02M | 0.01% |
235,010
-49,282
|
|
||
494
SPX Corp
SPXC
$10.6B
| $8.95M | 0.01% |
53,385
|
|
||
495
Novanta
NOVT
$3.89B
| $8.92M | 0.01% |
69,170
-34,965
|
|
||
496
FedEx
FDX
$63.1B
| $8.91M | 0.01% |
39,207
+5,564
|
|
||
497
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $8.82M | 0.01% |
30,868
+20,700
|
|
||
498
Eagle Materials
EXP
$6.51B
| $8.78M | 0.01% |
43,465
-10,220
|
|
||
499
Wells Fargo
WFC
$266B
| $8.68M | 0.01% |
108,380
+1,410
|
|
||
500
Gambling.com
GAMB
$187M
| $8.63M | 0.01% |
725,413
-101,128
|
|