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
$94.6B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$134M
3
+$132M
4
KO icon
Coca-Cola
KO
+$108M
5
SNDK
SANDISK CORP
SNDK
+$102M

Top Sells

1
+$1.05B
2
+$225M
3
+$150M
4
AMGN icon
Amgen
AMGN
+$132M
5
GE icon
GE Aerospace
GE
+$108M

Sector Composition

1 Healthcare 20.43%
2 Technology 13.86%
3 Energy 13.63%
4 Financials 8.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.06M ﹤0.01%
46,753
+2,000
702
$1.03M ﹤0.01%
50,271
-45,070
703
$1.03M ﹤0.01%
60,000
704
$1.02M ﹤0.01%
257,000
+106,100
705
$1.02M ﹤0.01%
218,258
-121,939
706
$1.01M ﹤0.01%
5,506
-50
707
$1.01M ﹤0.01%
21,400
-7
708
$1.01M ﹤0.01%
12,729
+15
709
$1.01M ﹤0.01%
11,350
-2,448
710
$1M ﹤0.01%
44,274
+2,300
711
$1M ﹤0.01%
22,548
-468,532
712
$996K ﹤0.01%
38,370
-35,090
713
$986K ﹤0.01%
132,809
714
$982K ﹤0.01%
18,646
+142
715
$978K ﹤0.01%
17,972
+134
716
$976K ﹤0.01%
23,998
+16,484
717
$957K ﹤0.01%
19,341
-9,000
718
$948K ﹤0.01%
+277,110
719
$947K ﹤0.01%
87,000
-297
720
$924K ﹤0.01%
19,914
-19,375
721
$921K ﹤0.01%
15,919
+5,549
722
$915K ﹤0.01%
21,912
723
$896K ﹤0.01%
38,127
-31,268
724
$892K ﹤0.01%
20,530
-18,897
725
$891K ﹤0.01%
21,020
27 28
29
30 31