ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$525K ﹤0.01%
4,480
-16,628
677
$514K ﹤0.01%
18,500
678
$507K ﹤0.01%
4,000
679
$492K ﹤0.01%
20,000
680
$464K ﹤0.01%
9,200
681
$456K ﹤0.01%
+10,141
682
$408K ﹤0.01%
2,523
-37
683
$397K ﹤0.01%
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684
$384K ﹤0.01%
13,587
-2,554
685
$351K ﹤0.01%
2,136
-827
686
$344K ﹤0.01%
2,352
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687
$338K ﹤0.01%
800
688
$324K ﹤0.01%
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689
$312K ﹤0.01%
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690
$300K ﹤0.01%
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$281K ﹤0.01%
3,853
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2,861
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$269K ﹤0.01%
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-250
698
$269K ﹤0.01%
3,000
699
$259K ﹤0.01%
1,272
+191
700
$250K ﹤0.01%
2,994
-60
26 27
28
29 30