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
576
$4.58M ﹤0.01%
393,030
-325,564
577
$4.48M ﹤0.01%
83,475
-74,536
578
$4.34M ﹤0.01%
209,670
-139,857
579
$4.22M ﹤0.01%
210,000
580
$4.22M ﹤0.01%
64,301
+17
581
$4.21M ﹤0.01%
184,128
-179,025
582
$4.1M ﹤0.01%
230,931
-216,311
583
$4.01M ﹤0.01%
81,623
+702
584
$3.94M ﹤0.01%
113,683
-922,318
585
$3.92M ﹤0.01%
68,870
-65,548
586
$3.84M ﹤0.01%
109,765
+67,563
587
$3.84M ﹤0.01%
101,000
-49,000
588
$3.83M ﹤0.01%
77,399
+7,016
589
$3.81M ﹤0.01%
142,376
-17,297
590
$3.78M ﹤0.01%
43,162
-2,344
591
$3.72M ﹤0.01%
144,966
-12,261
592
$3.71M ﹤0.01%
108,000
593
$3.71M ﹤0.01%
149,961
-119,215
594
$3.69M ﹤0.01%
74,828
-69,781
595
$3.67M ﹤0.01%
168,700
-69,538
596
$3.5M ﹤0.01%
298,429
-230,537
597
$3.42M ﹤0.01%
35,986
-2,850
598
$3.4M ﹤0.01%
330,611
-165,306
599
$3.4M ﹤0.01%
79,590
-328
600
$3.37M ﹤0.01%
141,058
-100,761
22 23
24
25 26