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
51
$452M 0.51%
4,894,394
-21,911
52
$448M 0.5%
7,728,927
-245,890
53
$446M 0.5%
4,241,046
+12,066
54
$440M 0.49%
4,885,351
-4,476
55
$437M 0.49%
14,127,876
+212,178
56
$436M 0.49%
6,200,989
-336,764
57
$433M 0.49%
2,594,753
+100,847
58
$430M 0.48%
17,186,019
+301,317
59
$427M 0.48%
7,117,975
-104,840
60
$426M 0.48%
5,379,448
-46,807
61
$426M 0.48%
8,706,184
-1,352,511
62
$419M 0.47%
8,501,580
+160,631
63
$414M 0.47%
3,605,550
+13,881
64
$395M 0.44%
24,325,082
+4,137,285
65
$395M 0.44%
5,515,831
-115,530
66
$393M 0.44%
4,137,724
+644,517
67
$390M 0.44%
4,958,339
+65,369
68
$387M 0.44%
7,359,319
-455,329
69
$385M 0.43%
11,017,399
+3,859,089
70
$384M 0.43%
10,532,997
+269,155
71
$383M 0.43%
3,034,090
+185,930
72
$382M 0.43%
4,306,161
-264,683
73
$375M 0.42%
4,911,443
+3,474
74
$356M 0.4%
5,793,693
+593,482
75
$351M 0.39%
21,206,261
+1,503,608
1 2
3
4 5