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
501
$10.2M 0.01%
221,902
+4,443
502
$10.2M 0.01%
485,882
+63,047
503
$10.1M 0.01%
99,958
+1,973
504
$10M 0.01%
195,802
-55,407
505
$10M 0.01%
1,563,749
+35,312
506
$9.99M 0.01%
401,013
+74,573
507
$9.97M 0.01%
53,385
508
$9.9M 0.01%
138,218
-23,599
509
$9.89M 0.01%
431,070
-47,874
510
$9.84M 0.01%
1,071,875
+31,018
511
$9.83M 0.01%
241,333
+6,323
512
$9.73M 0.01%
377,920
+10,204
513
$9.5M 0.01%
117,330
+2,411
514
$9.48M 0.01%
135,502
+3,036
515
$9.45M 0.01%
2,082,346
-197,933
516
$9.43M 0.01%
112,517
+4,137
517
$9.32M 0.01%
283,375
-984
518
$9.31M 0.01%
32,307
-69,026
519
$9.23M 0.01%
+484,402
520
$9.15M 0.01%
314,933
+7,073
521
$9.14M 0.01%
143,743
+2,841
522
$9.09M 0.01%
+400,000
523
$8.94M 0.01%
108,233
+18,455
524
$8.9M 0.01%
268,355
+9,778
525
$8.85M 0.01%
154,549
+3,480
19 20
21
22 23