ClearBridge Investments Portfolio holdings
AUM
$123B
1-Year Return
25.4%
This Quarter Return
+14.23%
1 Year Return
+25.4%
3 Year Return
+105.89%
5 Year Return
+172.68%
10 Year Return
+406.26%
AUM
$123B
AUM Growth
+$8.7B
(+7.6%)
Cap. Flow
-$2.74B
Cap. Flow
% of AUM
-2.22%
Top 10 Holdings %
Top 10 Hldgs %
27.56%
Holding
741
New
40
Increased
227
Reduced
387
Closed
35
Top Buys
| 1 |
L3Harris
LHX
|
$325M |
| 2 |
Meta Platforms (Facebook)
META
|
$257M |
| 3 |
Marvell Technology
MRVL
|
$239M |
| 4 |
Broadcom
AVGO
|
$231M |
| 5 |
Boeing
BA
|
$202M |
Top Sells
| 1 |
TSMC
TSM
|
$398M |
| 2 |
Visa
V
|
$335M |
| 3 |
JPMorgan Chase
JPM
|
$279M |
| 4 |
PepsiCo
PEP
|
$270M |
| 5 |
Zoetis
ZTS
|
$264M |
Sector Composition
| 1 | Technology | 28.62% |
| 2 | Financials | 13% |
| 3 | Industrials | 11.15% |
| 4 | Healthcare | 10.72% |
| 5 | Communication Services | 9.8% |
