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
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$971K ﹤0.01%
13,715
677
$963K ﹤0.01%
23,733
-6,655
678
$957K ﹤0.01%
+25,244
679
$943K ﹤0.01%
28,609
-10,204
680
$942K ﹤0.01%
+8,858
681
$913K ﹤0.01%
54,972
-26,168
682
$909K ﹤0.01%
15,000
683
$894K ﹤0.01%
10,010
-1,120
684
$892K ﹤0.01%
23,240
-15,700
685
$884K ﹤0.01%
49,556
686
$880K ﹤0.01%
29,076
-14,706
687
$877K ﹤0.01%
14,504
688
$849K ﹤0.01%
16,226
-1,296
689
$845K ﹤0.01%
15,746
-1,196
690
$842K ﹤0.01%
21,040
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691
$841K ﹤0.01%
7,784
-6,495
692
$840K ﹤0.01%
22,894
-32,473
693
$828K ﹤0.01%
4,042
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694
$812K ﹤0.01%
40,992
-2,572
695
$804K ﹤0.01%
101,989
-50,409
696
$803K ﹤0.01%
28,297
-5,484
697
$788K ﹤0.01%
30,849
-13,395
698
$775K ﹤0.01%
63,522
+1,824
699
$753K ﹤0.01%
87,000
700
$748K ﹤0.01%
5,021
+1,501
26 27
28
29 30