ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.02M ﹤0.01%
63,782
-400
627
$1.97M ﹤0.01%
6,564
628
$1.82M ﹤0.01%
12,782
+9,138
629
$1.79M ﹤0.01%
120,585
+2,206
630
$1.78M ﹤0.01%
5,734
+158
631
$1.74M ﹤0.01%
17,340
632
$1.73M ﹤0.01%
4,017
633
$1.69M ﹤0.01%
16,838
-962
634
$1.68M ﹤0.01%
7,832
+202
635
$1.66M ﹤0.01%
+56,792
636
$1.65M ﹤0.01%
11,913
+340
637
$1.49M ﹤0.01%
7,837
638
$1.46M ﹤0.01%
56,728
+500
639
$1.42M ﹤0.01%
10,095
640
$1.39M ﹤0.01%
+17,376
641
$1.35M ﹤0.01%
16,200
642
$1.34M ﹤0.01%
4,415
-1,752
643
$1.3M ﹤0.01%
10,528
-200
644
$1.3M ﹤0.01%
50,870
-13,828
645
$1.29M ﹤0.01%
9,452
-23,406
646
$1.17M ﹤0.01%
23,846
+996
647
$1.13M ﹤0.01%
5,523
648
$1.09M ﹤0.01%
33,132
649
$1.06M ﹤0.01%
59,100
+2,700
650
$1.04M ﹤0.01%
3,231
-1,263
24 25
26
27 28