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
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.42%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$701M 0.49%
6,010,725
-81,480
52
$700M 0.49%
4,678,213
-73,351
53
$699M 0.49%
3,232,717
-144,812
54
$695M 0.48%
7,094,515
-390,191
55
$674M 0.47%
4,993,022
-173,891
56
$632M 0.44%
2,649,083
+188,937
57
$628M 0.44%
2,245,053
+659,014
58
$625M 0.43%
4,459,154
-69,884
59
$616M 0.43%
7,914,784
+288,704
60
$608M 0.42%
2,215,261
+568,721
61
$586M 0.41%
15,736,235
+27,740
62
$579M 0.4%
3,618,311
-556,243
63
$579M 0.4%
21,790,503
-430,680
64
$572M 0.4%
8,640,522
+1,644,232
65
$570M 0.4%
5,869,612
-2,299,234
66
$568M 0.4%
10,556,647
-506,253
67
$556M 0.39%
9,758,453
+658,359
68
$553M 0.38%
2,521,339
+12,600
69
$542M 0.38%
8,673,401
-272,215
70
$541M 0.38%
3,329,721
+639,060
71
$538M 0.37%
245,815
+4,533
72
$535M 0.37%
4,311,411
+21,987
73
$516M 0.36%
9,539,338
-119,198
74
$493M 0.34%
10,346,842
-287,572
75
$480M 0.33%
2,493,828
-3,060,364
1 2
3
4 5