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
$88.9B
AUM Growth
+$4.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$139M
3
+$135M
4
CHRW icon
C.H. Robinson
CHRW
+$127M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$619M
2
+$153M
3
+$139M
4
PEP icon
PepsiCo
PEP
+$136M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$126M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.69%
4 Industrials 10.15%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$667K ﹤0.01%
12,817
+12,387
752
$661K ﹤0.01%
17,841
753
$640K ﹤0.01%
5,335
754
$624K ﹤0.01%
5,742
-537
755
$615K ﹤0.01%
11,930
756
$609K ﹤0.01%
6,727
-115
757
$605K ﹤0.01%
6,323
+323
758
$599K ﹤0.01%
10,370
759
$587K ﹤0.01%
8,997
-126
760
$582K ﹤0.01%
7,983
761
$581K ﹤0.01%
9,417
-2,579
762
$559K ﹤0.01%
4,008
+1,498
763
$550K ﹤0.01%
11,083
764
$548K ﹤0.01%
3,620
-200
765
$533K ﹤0.01%
13,636
766
$530K ﹤0.01%
15,663
-5,310
767
$503K ﹤0.01%
4,200
-100
768
$485K ﹤0.01%
5,750
769
$471K ﹤0.01%
9,000
770
$468K ﹤0.01%
11,228
+4,070
771
$465K ﹤0.01%
5,322
772
$458K ﹤0.01%
5,682
-150
773
$453K ﹤0.01%
17,793
-70
774
$431K ﹤0.01%
66,300
-30,000
775
$417K ﹤0.01%
8,723
-29
29 30
31
32 33