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
551
$7.25M 0.01%
578,479
-49,095
552
$7.25M 0.01%
58,279
-3,113
553
$7.23M 0.01%
126,065
-383,691
554
$7.13M 0.01%
1,230,917
-2,106
555
$7.13M 0.01%
66,550
-11,551
556
$7M 0.01%
57,667
+1,351
557
$7M 0.01%
52,270
+200
558
$6.98M 0.01%
104,301
-16,117
559
$6.89M 0.01%
42,561
+7,778
560
$6.85M 0.01%
163,995
+4,882
561
$6.78M 0.01%
93,698
+2,631
562
$6.78M 0.01%
276,136
-11,653
563
$6.65M 0.01%
53,376
-15,149
564
$6.64M 0.01%
11,671
-135
565
$6.64M 0.01%
344,679
-5,271,792
566
$6.63M 0.01%
+134,220
567
$6.5M ﹤0.01%
+117,905
568
$6.48M ﹤0.01%
13,573
+1,668
569
$6.46M ﹤0.01%
430,377
-78,664
570
$6.4M ﹤0.01%
283,006
+6,837
571
$6.35M ﹤0.01%
59,775
+20,860
572
$6.33M ﹤0.01%
99,516
+2,059
573
$6.15M ﹤0.01%
700,200
+16,559
574
$6.13M ﹤0.01%
153,003
+56,102
575
$6.1M ﹤0.01%
102,274
-11,967
21 22
23
24 25