ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114B
AUM Growth
-$8.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$552M
2
+$244M
3
+$194M
4
TSLA icon
Tesla
TSLA
+$183M
5
PEP icon
PepsiCo
PEP
+$162M

Top Sells

1
+$440M
2
+$351M
3
+$283M
4
CP icon
Canadian Pacific Kansas City
CP
+$275M
5
AAPL icon
Apple
AAPL
+$253M

Sector Composition

1 Technology 25.42%
2 Financials 14.21%
3 Healthcare 13.09%
4 Industrials 10.57%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9.06M 0.01%
36,432
+1,645
502
$9.05M 0.01%
1,490,678
-312,478
503
$8.94M 0.01%
115,225
504
$8.93M 0.01%
51,838
+32
505
$8.93M 0.01%
143,867
-9,206
506
$8.91M 0.01%
673,376
-149,484
507
$8.91M 0.01%
166,481
-36,836
508
$8.89M 0.01%
62,522
-3,960
509
$8.87M 0.01%
+395,285
510
$8.86M 0.01%
56,190
-12,618
511
$8.84M 0.01%
266,400
-50,073
512
$8.81M 0.01%
110,142
-24,327
513
$8.66M 0.01%
82,704
-18,596
514
$8.66M 0.01%
502,753
-112,187
515
$8.62M 0.01%
235,511
-64,094
516
$8.62M 0.01%
303,466
517
$8.61M 0.01%
1,195,617
-256,505
518
$8.57M 0.01%
94,009
-6,376
519
$8.56M 0.01%
287,348
-879,750
520
$8.56M 0.01%
1,084,507
-231,081
521
$8.45M 0.01%
92,572
+14,705
522
$8.35M 0.01%
181,480
-38,357
523
$8.24M 0.01%
180,579
-34,340
524
$8.2M 0.01%
33,643
+9,429
525
$8.12M 0.01%
267,761
-59,125
19 20
21
22 23