ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114B
AUM Growth
-$8.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$552M
2
+$244M
3
+$194M
4
TSLA icon
Tesla
TSLA
+$183M
5
PEP icon
PepsiCo
PEP
+$162M

Top Sells

1
+$440M
2
+$351M
3
+$283M
4
CP icon
Canadian Pacific Kansas City
CP
+$275M
5
AAPL icon
Apple
AAPL
+$253M

Sector Composition

1 Technology 25.42%
2 Financials 14.21%
3 Healthcare 13.09%
4 Industrials 10.57%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.21M ﹤0.01%
6,038
-4
627
$1.2M ﹤0.01%
25,263
-484
628
$1.2M ﹤0.01%
6,400
629
$1.18M ﹤0.01%
53,325
-22,144
630
$1.16M ﹤0.01%
114,963
+81,204
631
$1.14M ﹤0.01%
35,690
-275,310
632
$1.12M ﹤0.01%
6,488
+11
633
$1.1M ﹤0.01%
6,440
+2,000
634
$1.04M ﹤0.01%
5,523
635
$1.03M ﹤0.01%
26,681
636
$1.01M ﹤0.01%
19,390
-1,610
637
$1M ﹤0.01%
+63,410
638
$945K ﹤0.01%
+9,069
639
$940K ﹤0.01%
91,808
-63
640
$872K ﹤0.01%
52,238
+10,244
641
$860K ﹤0.01%
22,176
+9,458
642
$848K ﹤0.01%
17,000
643
$783K ﹤0.01%
2,716
-100
644
$782K ﹤0.01%
3,300
645
$751K ﹤0.01%
21,500
-7,000
646
$736K ﹤0.01%
16,000
647
$708K ﹤0.01%
56,400
-33,685
648
$698K ﹤0.01%
8,432
+5
649
$677K ﹤0.01%
11,605
+129
650
$675K ﹤0.01%
13,932
-2,210
24 25
26
27 28