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
$94.6B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$134M
3
+$132M
4
KO icon
Coca-Cola
KO
+$108M
5
SNDK
SANDISK CORP
SNDK
+$102M

Top Sells

1
+$1.05B
2
+$225M
3
+$150M
4
AMGN icon
Amgen
AMGN
+$132M
5
GE icon
GE Aerospace
GE
+$108M

Sector Composition

1 Healthcare 20.43%
2 Technology 13.86%
3 Energy 13.63%
4 Financials 8.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10M 0.01%
55,534
+42,673
502
$10M 0.01%
114,303
+79,125
503
$9.97M 0.01%
873,488
+79,346
504
$9.69M 0.01%
197,091
+14,369
505
$9.51M 0.01%
456,297
-340,234
506
$9.31M 0.01%
+600,000
507
$9.16M 0.01%
111,374
+95,514
508
$8.91M 0.01%
132,740
509
$8.51M 0.01%
214,241
-149,310
510
$8.36M 0.01%
248,487
+10,060
511
$8.33M 0.01%
331,253
-1,150
512
$8.3M 0.01%
498,066
-1,121
513
$8.23M 0.01%
51,569
+23,871
514
$8.21M 0.01%
176,207
+122,678
515
$8.1M 0.01%
257,767
516
$8.06M 0.01%
105,543
+85,093
517
$7.97M 0.01%
468,143
-8,339
518
$7.91M 0.01%
658,538
-885,532
519
$7.85M 0.01%
409,935
-217,308
520
$7.77M 0.01%
171,600
-201,186
521
$7.76M 0.01%
476,215
522
$7.73M 0.01%
215,161
-155,092
523
$7.39M 0.01%
106,157
+56,504
524
$7.25M 0.01%
262,603
+25,302
525
$7.2M 0.01%
61,931
+5,300
19 20
21
22 23