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
551
$7.46M 0.01%
49,964
-330
552
$7.42M 0.01%
+386,719
553
$7.33M 0.01%
229,978
+86,851
554
$7.24M 0.01%
190,692
-2,707
555
$7.13M 0.01%
261,629
556
$7.08M 0.01%
140,800
-62,911
557
$7.07M 0.01%
74,735
-95,930
558
$6.94M 0.01%
733,683
-4,013
559
$6.93M 0.01%
31,158
-5,142
560
$6.86M 0.01%
174,715
-938
561
$6.83M 0.01%
206,556
562
$6.8M 0.01%
117,800
563
$6.69M 0.01%
710,176
+47,868
564
$6.63M 0.01%
233,735
-12,001
565
$6.63M 0.01%
140,711
+9,485
566
$6.63M 0.01%
254,727
+232,211
567
$6.51M 0.01%
172,814
568
$6.47M 0.01%
184,063
+2,202
569
$6.45M 0.01%
133,782
+8,550
570
$6.41M 0.01%
3,540
-706
571
$6.36M 0.01%
62,212
-9,380
572
$6.28M 0.01%
52,653
-2,668
573
$6.24M 0.01%
90,141
-35,168
574
$6.24M 0.01%
52,806
-181
575
$6.22M 0.01%
49,713
-2,396
21 22
23
24 25