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
576
$6.21M 0.01%
473,138
+6,955
577
$6.19M 0.01%
141,451
+30
578
$6.15M 0.01%
110,500
579
$6.13M 0.01%
186,795
+127
580
$6M 0.01%
175,173
-463
581
$5.92M 0.01%
33,003
+482
582
$5.8M 0.01%
1,104,843
-39,904
583
$5.72M 0.01%
199,731
+11,163
584
$5.69M 0.01%
90,800
585
$5.62M 0.01%
1,092,376
-5,234
586
$5.61M 0.01%
173,384
-1,183
587
$5.46M 0.01%
597,933
-206,622
588
$5.43M 0.01%
201,600
+40,100
589
$5.42M 0.01%
37,810
-1,610
590
$5.38M 0.01%
200,907
+1,065
591
$5.35M 0.01%
161,765
-19,011
592
$5.27M 0.01%
50,288
-19,675
593
$5.26M 0.01%
285,604
+18,454
594
$5.25M 0.01%
79,582
595
$5.15M 0.01%
334,990
+31,750
596
$5.09M 0.01%
65,202
-4,762
597
$5.08M 0.01%
50,428
-5,258
598
$5.05M 0.01%
103,890
-14,100
599
$5.04M 0.01%
171,645
+6,967
600
$5.02M 0.01%
88,642
+5,818
22 23
24
25 26