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
576
$11.8M 0.01%
+205,540
577
$11.8M 0.01%
40,097
-98
578
$11.2M 0.01%
57,472
-422
579
$11.1M 0.01%
166,857
+3,622
580
$11M 0.01%
462,038
+402,280
581
$10.7M 0.01%
92,465
-360
582
$10.7M 0.01%
+300,000
583
$10.6M 0.01%
868,876
+537,452
584
$10.4M 0.01%
578,680
585
$10.3M 0.01%
96,455
-30,775
586
$10.1M 0.01%
996,238
+684
587
$9.98M 0.01%
1,754,192
-9,916
588
$9.5M 0.01%
+200,000
589
$9.09M 0.01%
184,053
+53
590
$8.53M 0.01%
2,181,709
+85,936
591
$8.52M 0.01%
555,297
-4,220
592
$8.52M 0.01%
71,258
-1,811
593
$8.5M 0.01%
+200,000
594
$8.46M 0.01%
262,855
-3,014
595
$8.21M 0.01%
20,006
+4,425
596
$8.15M 0.01%
171,806
-16,994
597
$7.63M 0.01%
144,129
+43,179
598
$7.51M 0.01%
1,209,940
-2,392
599
$7.49M 0.01%
100,780
-2,610
600
$7.36M 0.01%
177,124
+8,917
22 23
24
25 26