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
526
$8.94M 0.01%
233,806
+15,151
527
$8.92M 0.01%
196,484
-2,920
528
$8.72M 0.01%
157,579
+64,353
529
$8.65M 0.01%
561,553
+13,068
530
$8.6M 0.01%
352,135
+21,048
531
$8.55M 0.01%
198,212
+5,947
532
$8.42M 0.01%
519,981
+34,061
533
$8.42M 0.01%
73,835
+48,835
534
$8.34M 0.01%
125,000
535
$8.33M 0.01%
199,890
+72,771
536
$8.27M 0.01%
132,740
537
$8.2M 0.01%
449,017
+13,274
538
$8.14M 0.01%
26,422
+1,762
539
$8.13M 0.01%
126,620
+1,494
540
$8.05M 0.01%
480,804
+691
541
$7.79M 0.01%
282,580
+18,320
542
$7.76M 0.01%
106,245
-25,054
543
$7.72M 0.01%
173,982
+11,463
544
$7.66M 0.01%
160,207
+817
545
$7.62M 0.01%
111,969
+2,480
546
$7.58M 0.01%
153,217
+5,700
547
$7.56M 0.01%
+200,000
548
$7.51M 0.01%
+328,180
549
$7.51M 0.01%
190,465
+12,407
550
$7.49M 0.01%
127,063
+1,249
20 21
22
23 24