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
$88.9B
AUM Growth
+$4.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$139M
3
+$135M
4
CHRW icon
C.H. Robinson
CHRW
+$127M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$619M
2
+$153M
3
+$139M
4
PEP icon
PepsiCo
PEP
+$136M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$126M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.69%
4 Industrials 10.15%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.45M ﹤0.01%
20,300
702
$1.37M ﹤0.01%
84,596
703
$1.36M ﹤0.01%
11,810
-490
704
$1.35M ﹤0.01%
13,850
-1,500
705
$1.35M ﹤0.01%
13,385
+605
706
$1.32M ﹤0.01%
29,375
-1,800
707
$1.31M ﹤0.01%
30,288
+159
708
$1.28M ﹤0.01%
20,600
-525
709
$1.27M ﹤0.01%
16,200
710
$1.24M ﹤0.01%
121,125
-6,387
711
$1.22M ﹤0.01%
25,950
+99
712
$1.22M ﹤0.01%
14,737
713
$1.19M ﹤0.01%
131,175
714
$1.16M ﹤0.01%
21,020
715
$1.14M ﹤0.01%
12,678
-25,077
716
$1.12M ﹤0.01%
30,833
+6,894
717
$1.11M ﹤0.01%
41,334
718
$1.09M ﹤0.01%
2,500
719
$1.09M ﹤0.01%
55,000
-2,000
720
$1.09M ﹤0.01%
15,000
721
$1.07M ﹤0.01%
19,378
-668
722
$1.05M ﹤0.01%
19,892
-684
723
$1.02M ﹤0.01%
13,778
-226
724
$1.02M ﹤0.01%
8,040
725
$1.02M ﹤0.01%
27,057
-312
27 28
29
30 31