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
726
$874K ﹤0.01%
40,217
727
$870K ﹤0.01%
18,594
+2
728
$859K ﹤0.01%
+17,766
729
$856K ﹤0.01%
26,047
+2,790
730
$856K ﹤0.01%
20,114
-1,129
731
$848K ﹤0.01%
52,584
732
$847K ﹤0.01%
5,092
-3,632
733
$844K ﹤0.01%
14,342
+2,372
734
$823K ﹤0.01%
50,800
735
$805K ﹤0.01%
49,556
-7,200
736
$801K ﹤0.01%
40,057
-39,761
737
$776K ﹤0.01%
8,302
+682
738
$766K ﹤0.01%
8,180
-100
739
$761K ﹤0.01%
68,106
-151,839
740
$760K ﹤0.01%
7,950
741
$756K ﹤0.01%
16,391
742
$749K ﹤0.01%
36,500
743
$745K ﹤0.01%
23,250
-19,650
744
$738K ﹤0.01%
23,270
745
$735K ﹤0.01%
14,504
746
$733K ﹤0.01%
407,482
-302,660
747
$702K ﹤0.01%
8,036
-326,848
748
$682K ﹤0.01%
34,500
+2,000
749
$676K ﹤0.01%
8,500
750
$662K ﹤0.01%
16,800
28 29
30
31 32