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
$94.6B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$134M
3
+$132M
4
KO icon
Coca-Cola
KO
+$108M
5
SNDK
SANDISK CORP
SNDK
+$102M

Top Sells

1
+$1.05B
2
+$225M
3
+$150M
4
AMGN icon
Amgen
AMGN
+$132M
5
GE icon
GE Aerospace
GE
+$108M

Sector Composition

1 Healthcare 20.43%
2 Technology 13.86%
3 Energy 13.63%
4 Financials 8.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.73M ﹤0.01%
21,468
+342
652
$1.72M ﹤0.01%
12,456
+933
653
$1.72M ﹤0.01%
58,682
-52,041
654
$1.71M ﹤0.01%
347,312
-31,202
655
$1.71M ﹤0.01%
41,266
-500
656
$1.71M ﹤0.01%
62,932
+20,915
657
$1.7M ﹤0.01%
43,395
-35,309
658
$1.69M ﹤0.01%
35,040
-539
659
$1.69M ﹤0.01%
64,000
660
$1.66M ﹤0.01%
38,987
+137
661
$1.63M ﹤0.01%
80,043
-63,348
662
$1.62M ﹤0.01%
44,187
-43,970
663
$1.62M ﹤0.01%
19,356
-400
664
$1.61M ﹤0.01%
66,000
665
$1.61M ﹤0.01%
14,803
+74
666
$1.6M ﹤0.01%
106,596
-800
667
$1.58M ﹤0.01%
38,784
-5,736
668
$1.56M ﹤0.01%
15,003
-815
669
$1.51M ﹤0.01%
20,376
-5,840
670
$1.5M ﹤0.01%
42,991
-95,795
671
$1.49M ﹤0.01%
+70,018
672
$1.49M ﹤0.01%
106,410
-920
673
$1.48M ﹤0.01%
139,120
+9,000
674
$1.48M ﹤0.01%
14,737
675
$1.47M ﹤0.01%
34,275
+700
25 26
27
28 29