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
776
$417K ﹤0.01%
6,698
+2,523
777
$401K ﹤0.01%
10,364
778
$394K ﹤0.01%
2,109
-192
779
$372K ﹤0.01%
11,890
-573
780
$368K ﹤0.01%
1,600
-79,850
781
$357K ﹤0.01%
11,700
782
$355K ﹤0.01%
6,377
-255
783
$354K ﹤0.01%
8,547
784
$354K ﹤0.01%
5,525
785
$348K ﹤0.01%
10,000
-5,000
786
$341K ﹤0.01%
22,282
-2,202
787
$336K ﹤0.01%
8,240
-3,000
788
$328K ﹤0.01%
5,470
+1,170
789
$313K ﹤0.01%
5,000
790
$309K ﹤0.01%
+6,990
791
$304K ﹤0.01%
4,090
-40
792
$304K ﹤0.01%
6,317
793
$302K ﹤0.01%
19,870
794
$297K ﹤0.01%
+10,290
795
$294K ﹤0.01%
20,000
796
$293K ﹤0.01%
2,506
+106
797
$293K ﹤0.01%
6,140
+2,471
798
$286K ﹤0.01%
6,022
+2,750
799
$286K ﹤0.01%
2,628
-57
800
$273K ﹤0.01%
227
-11
30 31
32
33 34