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
$88.9B
AUM Growth
+$4.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$124M
3
+$117M
4
EEP
Enbridge Energy Partners
EEP
+$116M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$583M
2
+$148M
3
+$136M
4
PEP icon
PepsiCo
PEP
+$132M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$122M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.66%
4 Industrials 10.23%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.52M ﹤0.01%
130,779
+8,541
652
$2.51M ﹤0.01%
+87,600
653
$2.46M ﹤0.01%
62,308
+690
654
$2.45M ﹤0.01%
95,341
655
$2.34M ﹤0.01%
47,000
+22,100
656
$2.33M ﹤0.01%
27,686
+26,786
657
$2.27M ﹤0.01%
170,246
+11,138
658
$2.24M ﹤0.01%
104,880
-9,883
659
$2.23M ﹤0.01%
30,135
-581
660
$2.18M ﹤0.01%
76,206
-75,416
661
$2.17M ﹤0.01%
18,909
-3,330
662
$2.17M ﹤0.01%
35,869
+662
663
$2.16M ﹤0.01%
57,648
+692
664
$2.13M ﹤0.01%
26,472
-3,110
665
$2.13M ﹤0.01%
18,700
-600
666
$2.09M ﹤0.01%
134,926
+6,600
667
$2.05M ﹤0.01%
85,050
668
$2.04M ﹤0.01%
92,032
-1,600
669
$1.98M ﹤0.01%
54,501
+1,259
670
$1.97M ﹤0.01%
40,639
+481
671
$1.94M ﹤0.01%
55,100
+27,400
672
$1.89M ﹤0.01%
60,000
673
$1.88M ﹤0.01%
51,850
+7,850
674
$1.88M ﹤0.01%
80,042
+287
675
$1.87M ﹤0.01%
60,640
+2,819
25 26
27
28 29