ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$227M
2
+$124M
3
+$117M
4
EEP
Enbridge Energy Partners
EEP
+$116M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$583M
2
+$148M
3
+$136M
4
PEP icon
PepsiCo
PEP
+$132M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$122M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.66%
4 Industrials 10.23%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.87M 0.01%
653,066
+29,475
602
$4.83M 0.01%
313,767
-56,017
603
$4.8M 0.01%
267,547
+14,775
604
$4.76M 0.01%
492,291
+191,931
605
$4.65M 0.01%
95,141
606
$4.59M 0.01%
+303,030
607
$4.59M 0.01%
61,701
-38,290
608
$4.52M 0.01%
71,488
+4,569
609
$4.5M 0.01%
77,200
610
$4.5M 0.01%
208,885
+14,051
611
$4.41M 0.01%
29,850
612
$4.37M ﹤0.01%
121,560
+61,790
613
$4.35M ﹤0.01%
101,136
614
$4.33M ﹤0.01%
481,639
-11,605
615
$4.28M ﹤0.01%
115,139
+432
616
$4.13M ﹤0.01%
542,059
-13,651
617
$4.12M ﹤0.01%
199,694
+784
618
$4.04M ﹤0.01%
109,500
619
$4.03M ﹤0.01%
151,562
+8,223
620
$3.9M ﹤0.01%
128,810
-13,981
621
$3.82M ﹤0.01%
68,572
-1,974,332
622
$3.82M ﹤0.01%
43,044
+3,850
623
$3.75M ﹤0.01%
103,085
-1,085
624
$3.74M ﹤0.01%
+53,508
625
$3.73M ﹤0.01%
242,737
+117,691
23 24
25
26 27