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
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.37%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15.8M 0.01%
+144,300
552
$15.8M 0.01%
+400,020
553
$15.8M 0.01%
+462,054
554
$15.7M 0.01%
482,198
-2,532
555
$15.6M 0.01%
204,907
-4,168
556
$15.5M 0.01%
581,460
-6,037
557
$15.3M 0.01%
953,776
-4,122
558
$15M 0.01%
+300,270
559
$15M 0.01%
357,641
-99,036
560
$14.8M 0.01%
1,737,022
+30,422
561
$14.5M 0.01%
99,478
-225
562
$14.4M 0.01%
1,051,874
+66,481
563
$14.3M 0.01%
+493,192
564
$14.2M 0.01%
+150,007
565
$14.2M 0.01%
711,101
+131
566
$13.9M 0.01%
616,872
+603,830
567
$13.9M 0.01%
840,739
+27,614
568
$13.9M 0.01%
515,005
-31,900
569
$13.9M 0.01%
691,769
-3,555
570
$13.7M 0.01%
274,309
-1,405
571
$13.1M 0.01%
518,000
+42,000
572
$12.8M 0.01%
+882,088
573
$12.8M 0.01%
+435,748
574
$12.6M 0.01%
+781,207
575
$12.2M 0.01%
658,276
-6,983
21 22
23
24 25