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
501
$11.4M 0.01%
182,795
-121,563
502
$11.4M 0.01%
941,647
+22,836
503
$11.2M 0.01%
88,135
+364
504
$11.2M 0.01%
527,361
+2,190
505
$11M 0.01%
+481,000
506
$10.8M 0.01%
169,213
+10,919
507
$10.7M 0.01%
586,440
+245,090
508
$10.6M 0.01%
+100,000
509
$10.6M 0.01%
1,650,735
+108,747
510
$10.6M 0.01%
770,510
+10,746
511
$10.4M 0.01%
1,253,847
-2,152,528
512
$10.3M 0.01%
915,456
+59,018
513
$10.2M 0.01%
766,207
+50,277
514
$10.2M 0.01%
303,750
+19,010
515
$10M 0.01%
821,121
+10,282
516
$10M 0.01%
427,840
+1,924
517
$9.86M 0.01%
1,602,816
+43,958
518
$9.72M 0.01%
271,562
-11,416
519
$9.62M 0.01%
210,407
+13,924
520
$9.58M 0.01%
152,000
+23,600
521
$9.56M 0.01%
92,590
-17,230
522
$9.45M 0.01%
86,688
-78
523
$9.2M 0.01%
378,000
524
$9.19M 0.01%
1,207,535
+6,526
525
$8.98M 0.01%
205,160
19 20
21
22 23