ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147B
AUM Growth
+$6.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$923M
2
+$572M
3
+$362M
4
ISRG icon
Intuitive Surgical
ISRG
+$334M
5
CRWD icon
CrowdStrike
CRWD
+$333M

Top Sells

1
+$1.31B
2
+$667M
3
+$373M
4
BUD icon
AB InBev
BUD
+$340M
5
AAPL icon
Apple
AAPL
+$328M

Sector Composition

1 Technology 28.07%
2 Healthcare 15.03%
3 Consumer Discretionary 11.9%
4 Industrials 10.6%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$212K ﹤0.01%
+4,230
777
$212K ﹤0.01%
9,000
778
$212K ﹤0.01%
+1,000
779
$200K ﹤0.01%
+1,972
780
$160K ﹤0.01%
1,351
+184
781
$135K ﹤0.01%
19,823
782
$125K ﹤0.01%
251,530
+1,530
783
$103K ﹤0.01%
14,300
784
$59K ﹤0.01%
+10,001
785
$57K ﹤0.01%
5,500
786
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787
– –
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788
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789
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795
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796
– –
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797
– –
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798
– –
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799
– –
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– –
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30 31
32
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