ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$227M
2
+$124M
3
+$117M
4
EEP
Enbridge Energy Partners
EEP
+$116M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$583M
2
+$148M
3
+$136M
4
PEP icon
PepsiCo
PEP
+$132M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$122M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.66%
4 Industrials 10.23%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$998K ﹤0.01%
43,375
-4,300
727
$996K ﹤0.01%
42,451
728
$931K ﹤0.01%
26,504
-1,066
729
$904K ﹤0.01%
16,715
-360
730
$886K ﹤0.01%
18,472
-808,614
731
$864K ﹤0.01%
10,250
732
$858K ﹤0.01%
20,492
+4,056
733
$843K ﹤0.01%
24,257
+44
734
$830K ﹤0.01%
7,767
+2,323
735
$815K ﹤0.01%
22,449
+400
736
$814K ﹤0.01%
23,270
-3,850
737
$805K ﹤0.01%
4,700
738
$798K ﹤0.01%
+33,218
739
$787K ﹤0.01%
50,900
-5,090
740
$783K ﹤0.01%
25,400
-1,108
741
$780K ﹤0.01%
14,504
742
$758K ﹤0.01%
14,319
+1,019
743
$739K ﹤0.01%
35,870
+7,480
744
$730K ﹤0.01%
23,247
745
$721K ﹤0.01%
10,300
+2,452
746
$696K ﹤0.01%
16,800
-400
747
$693K ﹤0.01%
19,367
+13,141
748
$687K ﹤0.01%
20,174
-2,045
749
$677K ﹤0.01%
5,289
750
$667K ﹤0.01%
12,817
+12,387
28 29
30
31 32