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
$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
726
$480K ﹤0.01%
26,076
-12,297
727
$470K ﹤0.01%
8,500
-11,280
728
$469K ﹤0.01%
12,836
729
$465K ﹤0.01%
8,595
+520
730
$463K ﹤0.01%
6,073
731
$438K ﹤0.01%
+9,500
732
$436K ﹤0.01%
13,600
-4,950
733
$422K ﹤0.01%
7,500
-383
734
$422K ﹤0.01%
4,498
+543
735
$416K ﹤0.01%
6,114
-10,100
736
$414K ﹤0.01%
14,328
+2,500
737
$406K ﹤0.01%
8,500
-17,600
738
$402K ﹤0.01%
8,463
-263
739
$398K ﹤0.01%
3,202
740
$379K ﹤0.01%
2,003
741
$369K ﹤0.01%
9,018
-70
742
$367K ﹤0.01%
8,000
-1,000
743
$365K ﹤0.01%
15,405
+1,866
744
$364K ﹤0.01%
3,421
+17
745
$361K ﹤0.01%
6,000
746
$357K ﹤0.01%
10,947
+39
747
$349K ﹤0.01%
2,228
-89
748
$348K ﹤0.01%
24,000
749
$340K ﹤0.01%
8,784
-1,528
750
$339K ﹤0.01%
13,319
-126,956
28 29
30
31 32