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
476
$12.4M 0.01%
178,699
+4,012
477
$12.3M 0.01%
+400,000
478
$11.9M 0.01%
194,766
+32,829
479
$11.8M 0.01%
362,556
-19,387
480
$11.8M 0.01%
571,443
+14,462
481
$11.7M 0.01%
444,210
-187,143
482
$11.7M 0.01%
1,021,416
-401,910
483
$11.7M 0.01%
67,434
+5,975
484
$11.7M 0.01%
157,422
+30,435
485
$11.6M 0.01%
124,049
-170,406
486
$11.6M 0.01%
475,924
-12,911
487
$11.5M 0.01%
136,250
+5,235
488
$11.5M 0.01%
161,214
+9,482
489
$11.4M 0.01%
1,053,381
-57,747
490
$11.4M 0.01%
134,693
-15,138
491
$11.3M 0.01%
611,506
+62,503
492
$11.2M 0.01%
127,407
+2,179
493
$11M 0.01%
46,559
+7,352
494
$10.9M 0.01%
82,165
-3,413
495
$10.7M 0.01%
89,516
-19,486
496
$10.6M 0.01%
505,147
+34,135
497
$10.5M 0.01%
126,164
-136,287
498
$10.4M 0.01%
852,037
+132,580
499
$10.3M 0.01%
44,322
+857
500
$10.3M 0.01%
29,395
-105
18 19
20
21 22