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
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.37%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$608K ﹤0.01%
3,847
-531
752
$590K ﹤0.01%
6,928
+830
753
$586K ﹤0.01%
2,471
754
$583K ﹤0.01%
1,361
-7,355
755
$575K ﹤0.01%
13,597
-5,415
756
$566K ﹤0.01%
17,092
+933
757
$560K ﹤0.01%
5,078
758
$546K ﹤0.01%
10,800
759
$541K ﹤0.01%
6,936
-1,925
760
$540K ﹤0.01%
23,349
761
$540K ﹤0.01%
9,101
+1,372
762
$537K ﹤0.01%
5,179
+805
763
$535K ﹤0.01%
1,690
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764
$529K ﹤0.01%
4,681
765
$525K ﹤0.01%
1,044
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766
$524K ﹤0.01%
8,830
767
$510K ﹤0.01%
7,646
+624
768
$506K ﹤0.01%
1,949
+184
769
$502K ﹤0.01%
9,340
770
$500K ﹤0.01%
5,329
+358
771
$478K ﹤0.01%
+1,049
772
$477K ﹤0.01%
5,671
773
$467K ﹤0.01%
+11,350
774
$461K ﹤0.01%
2,680
-320
775
$448K ﹤0.01%
20,500
+9,100
29 30
31
32 33