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
$111B
AUM Growth
+$6.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$340M
2
+$145M
3
+$140M
4
PINS icon
Pinterest
PINS
+$135M
5
PSA icon
Public Storage
PSA
+$132M

Top Sells

1
+$281M
2
+$280M
3
+$240M
4
AVGO icon
Broadcom
AVGO
+$237M
5
NVDA icon
NVIDIA
NVDA
+$196M

Sector Composition

1 Technology 27.35%
2 Healthcare 16.35%
3 Industrials 11.25%
4 Financials 11.14%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$351K ﹤0.01%
900
-1
677
$332K ﹤0.01%
20,825
-21,188
678
$300K ﹤0.01%
2,972
-5
679
$273K ﹤0.01%
34,724
-6,027
680
$251K ﹤0.01%
5,000
+91
681
$248K ﹤0.01%
4,537
-2
682
$242K ﹤0.01%
4,786
+98
683
$241K ﹤0.01%
2,458
+51
684
$229K ﹤0.01%
2,375
685
$225K ﹤0.01%
3,000
686
$225K ﹤0.01%
1,644
-143
687
$224K ﹤0.01%
2,761
-41
688
$222K ﹤0.01%
+2,662
689
$219K ﹤0.01%
894
690
$218K ﹤0.01%
+9,125
691
$206K ﹤0.01%
7,064
-266
692
$200K ﹤0.01%
+2,050
693
$97.9K ﹤0.01%
18,823
694
$82.9K ﹤0.01%
14,300
695
$45.5K ﹤0.01%
5,500
696
– –
-41,917
697
– –
-3,948
698
– –
-10,439
699
– –
-3,411
700
– –
-20,847
26 27
28
29 30