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
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8.95M 0.01%
233,620
+57,378
502
$8.94M 0.01%
602,130
-444,209
503
$8.89M 0.01%
300,485
+61
504
$8.76M 0.01%
961,910
-409,374
505
$8.73M 0.01%
558,543
+170,143
506
$8.68M 0.01%
216,929
+51,787
507
$8.61M 0.01%
+286,379
508
$8.37M 0.01%
325,834
-8,489
509
$8.28M 0.01%
138,535
-3,247
510
$8.28M 0.01%
681,337
-9,459
511
$8.08M 0.01%
127,740
-5,000
512
$8.05M 0.01%
358,466
-100
513
$7.91M 0.01%
1,123,640
-58,277
514
$7.89M 0.01%
175,480
-5,059
515
$7.53M 0.01%
110,500
516
$7.16M 0.01%
117,800
-33
517
$7.03M 0.01%
636,850
518
$6.93M 0.01%
174,870
+3,270
519
$6.84M 0.01%
157,909
+1,395
520
$6.68M 0.01%
183,516
-13
521
$6.46M 0.01%
119,995
-5
522
$6.3M 0.01%
239,386
-8,079
523
$6.28M 0.01%
44,624
-7
524
$6.25M 0.01%
74,158
-886
525
$6.2M 0.01%
48,576
-2,105
19 20
21
22 23