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
601
$3.34M ﹤0.01%
104,300
+16,700
602
$3.34M ﹤0.01%
46,505
-89,627
603
$3.31M ﹤0.01%
78,167
-135
604
$3.27M ﹤0.01%
60,698
-67,610
605
$3.24M ﹤0.01%
66,068
+5,208
606
$3.16M ﹤0.01%
31,800
607
$3.13M ﹤0.01%
+168,000
608
$3.11M ﹤0.01%
151,029
-114,033
609
$3.08M ﹤0.01%
62,485
-43,816
610
$3.02M ﹤0.01%
412,665
-358,254
611
$2.98M ﹤0.01%
179,293
-137,405
612
$2.86M ﹤0.01%
73,645
+2,900
613
$2.72M ﹤0.01%
89,674
+5,951
614
$2.71M ﹤0.01%
51,238
+1,346
615
$2.68M ﹤0.01%
30,073
-267
616
$2.67M ﹤0.01%
47,391
-59,275
617
$2.57M ﹤0.01%
331,135
-314,671
618
$2.56M ﹤0.01%
34,350
619
$2.45M ﹤0.01%
131,000
620
$2.44M ﹤0.01%
133,001
-101,599
621
$2.4M ﹤0.01%
67,800
+12,700
622
$2.4M ﹤0.01%
283,706
+37,532
623
$2.34M ﹤0.01%
145,475
-106,444
624
$2.25M ﹤0.01%
323,887
-28,209
625
$2.22M ﹤0.01%
61,408
+2,459
23 24
25
26 27