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
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.37%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.22M ﹤0.01%
6,682
+81
627
$4.14M ﹤0.01%
68,352
+35,971
628
$4.14M ﹤0.01%
55,250
629
$4.05M ﹤0.01%
99,030
+4,350
630
$4.04M ﹤0.01%
26,229
-1,064
631
$4.02M ﹤0.01%
65,885
632
$3.91M ﹤0.01%
29,110
+16,632
633
$3.81M ﹤0.01%
144,207
+1,856
634
$3.81M ﹤0.01%
78,387
-317
635
$3.75M ﹤0.01%
92,779
+29,062
636
$3.74M ﹤0.01%
16,195
-211
637
$3.73M ﹤0.01%
+66,897
638
$3.65M ﹤0.01%
31,126
+21,642
639
$3.48M ﹤0.01%
97,029
+479
640
$3.43M ﹤0.01%
223,671
+1,183
641
$3.35M ﹤0.01%
+23,874
642
$3.26M ﹤0.01%
37,971
+27,595
643
$3.22M ﹤0.01%
35,263
-2,356
644
$3.06M ﹤0.01%
140,980
-80,391
645
$2.95M ﹤0.01%
267,208
+11,558
646
$2.93M ﹤0.01%
141,759
-71
647
$2.82M ﹤0.01%
29,552
648
$2.64M ﹤0.01%
31,920
-100
649
$2.6M ﹤0.01%
39,885
650
$2.56M ﹤0.01%
200,000
24 25
26
27 28