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

Top Buys

1
+$232M
2
+$139M
3
+$135M
4
CHRW icon
C.H. Robinson
CHRW
+$127M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$619M
2
+$153M
3
+$139M
4
PEP icon
PepsiCo
PEP
+$136M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$126M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.69%
4 Industrials 10.15%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.53M ﹤0.01%
56,198
-15
652
$2.52M ﹤0.01%
130,779
+8,541
653
$2.51M ﹤0.01%
+87,600
654
$2.46M ﹤0.01%
62,308
+690
655
$2.45M ﹤0.01%
95,341
656
$2.34M ﹤0.01%
47,000
+22,100
657
$2.33M ﹤0.01%
27,686
+26,786
658
$2.27M ﹤0.01%
170,246
+11,138
659
$2.24M ﹤0.01%
104,880
-9,883
660
$2.23M ﹤0.01%
30,135
-581
661
$2.18M ﹤0.01%
76,206
-75,416
662
$2.17M ﹤0.01%
18,909
-3,330
663
$2.17M ﹤0.01%
35,869
+662
664
$2.16M ﹤0.01%
57,648
+692
665
$2.13M ﹤0.01%
26,472
-3,110
666
$2.13M ﹤0.01%
18,700
-600
667
$2.09M ﹤0.01%
134,926
+6,600
668
$2.05M ﹤0.01%
85,050
669
$2.04M ﹤0.01%
46,016
-800
670
$1.98M ﹤0.01%
54,501
+1,259
671
$1.97M ﹤0.01%
40,639
+481
672
$1.94M ﹤0.01%
55,100
+27,400
673
$1.89M ﹤0.01%
60,000
674
$1.88M ﹤0.01%
51,850
+7,850
675
$1.88M ﹤0.01%
80,042
+287
25 26
27
28 29