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
$114B
AUM Growth
-$8.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$552M
2
+$244M
3
+$194M
4
TSLA icon
Tesla
TSLA
+$183M
5
PEP icon
PepsiCo
PEP
+$162M

Top Sells

1
+$440M
2
+$351M
3
+$283M
4
CP icon
Canadian Pacific Kansas City
CP
+$275M
5
AAPL icon
Apple
AAPL
+$253M

Sector Composition

1 Technology 25.42%
2 Financials 14.21%
3 Healthcare 13.09%
4 Industrials 10.57%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$320K ﹤0.01%
4,288
677
$320K ﹤0.01%
11,953
-1,897
678
$304K ﹤0.01%
3,018
-289
679
$288K ﹤0.01%
+4,645
680
$279K ﹤0.01%
3,410
-106,166
681
$265K ﹤0.01%
4,067
682
$262K ﹤0.01%
2,351
683
$258K ﹤0.01%
5,010
684
$251K ﹤0.01%
800
685
$249K ﹤0.01%
3,000
686
$242K ﹤0.01%
9,727
+103
687
$240K ﹤0.01%
+3,161
688
$240K ﹤0.01%
5,000
689
$234K ﹤0.01%
4,169
+112
690
$222K ﹤0.01%
4,950
+93
691
$222K ﹤0.01%
72,500
692
$222K ﹤0.01%
+4,823
693
$207K ﹤0.01%
3,000
694
$207K ﹤0.01%
+3,520
695
$203K ﹤0.01%
+4,000
696
$202K ﹤0.01%
2,000
697
$202K ﹤0.01%
5,576
-250
698
$154K ﹤0.01%
19,733
-5,216
699
$111K ﹤0.01%
17,823
700
$91.4K ﹤0.01%
+12,510
26 27
28
29 30