ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415M 0.48%
5,345,062
-513,464
52
$414M 0.48%
12,255,820
-1,384,100
53
$408M 0.47%
10,126,511
-337,371
54
$405M 0.47%
15,193,773
-3,271,493
55
$386M 0.45%
5,973,808
-49,738
56
$384M 0.44%
11,455,378
+311,835
57
$383M 0.44%
3,351,301
+409,529
58
$377M 0.44%
7,280,152
-8,290
59
$371M 0.43%
2,942,070
-26,682
60
$369M 0.43%
3,737,617
-20,780
61
$364M 0.42%
7,881,025
-115,598
62
$360M 0.42%
4,251,332
-40,635
63
$359M 0.42%
2,872,610
-550,903
64
$358M 0.41%
5,420,548
-320,790
65
$351M 0.41%
13,035,541
-76,880
66
$336M 0.39%
16,456,794
-580,812
67
$333M 0.39%
14,380,330
+6,768,297
68
$332M 0.38%
974,550
-111,967
69
$328M 0.38%
10,081,309
+18,928
70
$327M 0.38%
+8,411,580
71
$327M 0.38%
6,120,322
-76,785
72
$325M 0.38%
5,970,057
-17,436
73
$324M 0.37%
+8,227,871
74
$321M 0.37%
21,313,757
-573,940
75
$319M 0.37%
4,017,395
+4,187
1 2
3
4 5