ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
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
701
$62.4K ﹤0.01%
+11,843
702
– –
-1,800
703
– –
-5,579,921
704
– –
-3,740
705
– –
-5,180,353
706
– –
-1,330
707
– –
-1,584
708
– –
-15,553
709
– –
-12,136
710
– –
-542,966
711
– –
-14,862
712
– –
-195,540
713
– –
-1,165,919
714
– –
-129,713
715
– –
-246,328
716
– –
-917,303
717
– –
-1,849,301
718
– –
-12,164
719
– –
-2,119,455
720
– –
-7,125
721
– –
-7,096
722
– –
-1,706,539
723
– –
-1,618,220
724
– –
-341,734
725
– –
-6,730
27 28
29
30 31