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
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.71M ﹤0.01%
62,645
-11,000
627
$1.7M ﹤0.01%
66,069
+8,595
628
$1.7M ﹤0.01%
296,351
-218,080
629
$1.67M ﹤0.01%
28,480
+25,550
630
$1.66M ﹤0.01%
90,545
-2,508
631
$1.64M ﹤0.01%
89,772
-41,227
632
$1.62M ﹤0.01%
64,000
633
$1.6M ﹤0.01%
224,369
-103,685
634
$1.6M ﹤0.01%
156,034
+40,254
635
$1.59M ﹤0.01%
15,004
+1
636
$1.55M ﹤0.01%
84,396
-37,635
637
$1.5M ﹤0.01%
22,459
+2,504
638
$1.49M ﹤0.01%
23,915
+1,412
639
$1.46M ﹤0.01%
283,706
640
$1.45M ﹤0.01%
33,734
641
$1.45M ﹤0.01%
14,737
642
$1.45M ﹤0.01%
80,096
-42,999
643
$1.44M ﹤0.01%
79,800
+19,800
644
$1.42M ﹤0.01%
47,996
-20,220
645
$1.42M ﹤0.01%
14,493
+13,738
646
$1.41M ﹤0.01%
+65,000
647
$1.41M ﹤0.01%
20,813
648
$1.4M ﹤0.01%
101,705
-58,296
649
$1.36M ﹤0.01%
15,736
-3,425
650
$1.35M ﹤0.01%
47,073
-24,558
24 25
26
27 28