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
526
$8.79M 0.01%
131,115
+2,816
527
$8.71M 0.01%
+179,567
528
$8.62M 0.01%
303,466
529
$8.57M 0.01%
+65,064
530
$8.55M 0.01%
158,594
+3,472
531
$8.5M 0.01%
262,674
+5,706
532
$8.48M 0.01%
9,211
+259
533
$8.46M 0.01%
+456,338
534
$8.43M 0.01%
49,486
+8,648
535
$8.2M 0.01%
29,052
-5,860
536
$8.18M 0.01%
167,668
-28,744
537
$8.12M 0.01%
54,546
+1,242
538
$8.05M 0.01%
145,144
-1,052
539
$7.97M 0.01%
85,923
+1,878
540
$7.91M 0.01%
126,710
+27,017
541
$7.87M 0.01%
432,559
+9,620
542
$7.86M 0.01%
+872,846
543
$7.76M 0.01%
786,138
+26,672
544
$7.74M 0.01%
154,778
+7,282
545
$7.74M 0.01%
127,295
+2,570
546
$7.71M 0.01%
40,827
-5,525
547
$7.49M 0.01%
198,977
+4,605
548
$7.42M 0.01%
282,850
-162,674
549
$7.42M 0.01%
474,353
+13,040
550
$7.27M 0.01%
605,499
+13,860
20 21
22
23 24