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
526
$7.14M 0.01%
172,745
-91,674
527
$7.03M 0.01%
144,522
-465
528
$7M 0.01%
117,800
529
$6.96M 0.01%
165,195
-64,196
530
$6.93M 0.01%
173,600
+14,122
531
$6.91M 0.01%
181,933
+12,478
532
$6.9M 0.01%
129,700
+125,900
533
$6.81M 0.01%
138,000
534
$6.77M 0.01%
388,400
+30,200
535
$6.77M 0.01%
+44,617
536
$6.73M 0.01%
177,090
537
$6.7M 0.01%
190,268
+51,593
538
$6.63M 0.01%
120,330
+97,549
539
$6.61M 0.01%
203,670
540
$6.52M 0.01%
110,500
541
$6.51M 0.01%
146,295
-73,207
542
$6.49M 0.01%
164,279
+48,000
543
$6.48M 0.01%
101,090
-2,410
544
$6.47M 0.01%
154,758
+9,630
545
$6.43M 0.01%
1,183,551
+76,201
546
$6.42M 0.01%
86,500
+6,700
547
$6.27M 0.01%
46,899
+3,880
548
$6.25M 0.01%
256,126
-112,063
549
$6.22M 0.01%
51,400
-659
550
$6.03M 0.01%
+273,478
20 21
22
23 24