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
51
$472M 0.5%
4,868,790
+60,173
52
$468M 0.5%
30,887,584
-127,944
53
$467M 0.49%
346,766
+2,412
54
$456M 0.48%
11,867,838
-4,016
55
$455M 0.48%
14,962,255
-242,698
56
$450M 0.48%
7,985,641
+163,890
57
$450M 0.48%
1,299,389
-7,173
58
$450M 0.48%
13,391,387
+737,834
59
$447M 0.47%
11,392,035
+2,760,398
60
$445M 0.47%
4,769,603
-61,714
61
$428M 0.45%
5,794,530
+52,510
62
$413M 0.44%
3,420,415
-25,814
63
$411M 0.43%
17,396,865
+277,692
64
$401M 0.42%
8,602,201
-129,034
65
$397M 0.42%
5,919,025
+676
66
$392M 0.41%
3,040,970
-6,445
67
$392M 0.41%
22,150,893
-38,833
68
$384M 0.41%
6,949,918
-204,927
69
$379M 0.4%
7,351,217
+934,345
70
$372M 0.39%
3,826,202
-175,198
71
$372M 0.39%
11,149,276
+1,298,384
72
$369M 0.39%
8,467,416
+584,911
73
$365M 0.39%
3,816,331
-73,629
74
$360M 0.38%
9,978,414
-648,428
75
$360M 0.38%
7,433,978
-816,029
1 2
3
4 5