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
551
$6M 0.01%
612,947
-446,977
552
$5.74M 0.01%
172,814
553
$5.7M 0.01%
137,614
+135,326
554
$5.69M 0.01%
486,994
-720,023
555
$5.54M 0.01%
49,013
-16,969
556
$5.42M 0.01%
131,233
-28,836
557
$5.41M 0.01%
427,084
+77,566
558
$5.38M 0.01%
128,424
+525
559
$5.34M 0.01%
115,548
-86,115
560
$5.3M 0.01%
45,794
-831
561
$5.29M 0.01%
102,800
562
$5.28M 0.01%
79,970
-67,509
563
$5.25M 0.01%
789,025
+61,715
564
$5.21M 0.01%
121,194
565
$5.13M 0.01%
124,367
-3,423
566
$5.11M 0.01%
44,361
-787
567
$4.98M 0.01%
159,000
568
$4.96M 0.01%
519,652
-287,112
569
$4.95M 0.01%
299,792
-235,601
570
$4.89M 0.01%
95,491
-87,540
571
$4.84M 0.01%
165,980
+7,200
572
$4.84M 0.01%
393,879
-234,729
573
$4.77M 0.01%
261,629
-24
574
$4.72M 0.01%
351,012
-510,063
575
$4.62M ﹤0.01%
416,349
21 22
23
24 25