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
751
$647K ﹤0.01%
19,400
-113
752
$600K ﹤0.01%
3,520
753
$590K ﹤0.01%
7,983
754
$589K ﹤0.01%
6,073
+130
755
$574K ﹤0.01%
10,633
-659
756
$573K ﹤0.01%
5,682
757
$560K ﹤0.01%
13,280
-13,604
758
$555K ﹤0.01%
5,131
-4
759
$553K ﹤0.01%
6,235
-6,195
760
$550K ﹤0.01%
7,883
-395,173
761
$548K ﹤0.01%
8,075
762
$543K ﹤0.01%
8,547
-1,206
763
$518K ﹤0.01%
14,310
+2,029
764
$487K ﹤0.01%
7,220
-10,198
765
$478K ﹤0.01%
36,243
-201,108
766
$476K ﹤0.01%
6,870
+4,370
767
$476K ﹤0.01%
12,836
768
$469K ﹤0.01%
8,508
+700
769
$455K ﹤0.01%
25,400
770
$439K ﹤0.01%
6,295
+438
771
$434K ﹤0.01%
3,030
+200
772
$425K ﹤0.01%
3,404
-1,139
773
$421K ﹤0.01%
18,543
+1,053
774
$418K ﹤0.01%
10,640
775
$411K ﹤0.01%
7,670
+790
29 30
31
32 33