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
601
$4.99M 0.01%
41,696
+41,546
602
$4.87M 0.01%
653,066
+29,475
603
$4.83M 0.01%
313,767
-56,017
604
$4.8M 0.01%
267,547
+14,775
605
$4.76M 0.01%
492,291
+191,931
606
$4.65M 0.01%
95,141
607
$4.59M 0.01%
+303,030
608
$4.59M 0.01%
61,701
-38,290
609
$4.52M 0.01%
71,488
+4,569
610
$4.5M 0.01%
77,200
611
$4.5M 0.01%
208,885
+14,051
612
$4.41M 0.01%
29,850
613
$4.37M ﹤0.01%
121,560
+61,790
614
$4.35M ﹤0.01%
101,136
615
$4.33M ﹤0.01%
481,639
-11,605
616
$4.28M ﹤0.01%
115,139
+432
617
$4.13M ﹤0.01%
542,059
-13,651
618
$4.12M ﹤0.01%
199,694
+784
619
$4.04M ﹤0.01%
109,500
620
$4.03M ﹤0.01%
151,562
+8,223
621
$3.9M ﹤0.01%
128,810
-13,981
622
$3.82M ﹤0.01%
68,572
-1,974,332
623
$3.82M ﹤0.01%
43,044
+3,850
624
$3.75M ﹤0.01%
103,085
-1,085
625
$3.74M ﹤0.01%
+53,508
23 24
25
26 27