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
626
$2.2M ﹤0.01%
117,520
+2,860
627
$2.17M ﹤0.01%
18,800
-707,440
628
$2.17M ﹤0.01%
216,945
-1,469
629
$2.16M ﹤0.01%
66,208
-1,482,224
630
$2.15M ﹤0.01%
57,992
-37,147
631
$2.13M ﹤0.01%
17,116
-1,736
632
$2.08M ﹤0.01%
23,925
-26,131
633
$2.04M ﹤0.01%
24,203
-4,136
634
$2.04M ﹤0.01%
674,751
-46,231
635
$1.98M ﹤0.01%
116,175
-85,097
636
$1.95M ﹤0.01%
60,000
637
$1.88M ﹤0.01%
5,192
-8,458
638
$1.88M ﹤0.01%
48,552
-34,776
639
$1.85M ﹤0.01%
88,940
640
$1.84M ﹤0.01%
49,381
-37,270
641
$1.84M ﹤0.01%
44,097
-54,649
642
$1.82M ﹤0.01%
39,215
-38,482
643
$1.82M ﹤0.01%
24,941
-24,168
644
$1.81M ﹤0.01%
77,069
-50,060
645
$1.78M ﹤0.01%
59,671
-184,801
646
$1.78M ﹤0.01%
111,074
-8,580
647
$1.77M ﹤0.01%
139,847
-139,046
648
$1.77M ﹤0.01%
77,715
-70,479
649
$1.74M ﹤0.01%
45,190
-2,650
650
$1.73M ﹤0.01%
19,430
+1,730
24 25
26
27 28