ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107B
AUM Growth
-$25.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$416M
2
+$380M
3
+$147M
4
SNOW icon
Snowflake
SNOW
+$139M
5
DIS icon
Walt Disney
DIS
+$122M

Top Sells

1
+$521M
2
+$317M
3
+$287M
4
CRM icon
Salesforce
CRM
+$259M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$256M

Sector Composition

1 Technology 24.54%
2 Healthcare 18.4%
3 Financials 11.73%
4 Industrials 11.35%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-2,667
777
– –
-2,629
778
– –
-474,660
779
– –
-79,001
780
– –
-421,571
781
– –
-59,790
782
– –
-88,406
783
– –
-2,585
784
– –
-31,256
785
– –
-1,927,460
786
– –
-2,395
787
– –
-4,283
788
– –
-10,112
789
– –
-103,685
790
– –
-403,163
791
– –
-6,752
792
– –
-1,309,091
793
– –
-729,105
794
– –
-4,001
795
– –
-1,327,364
796
– –
-1,350
797
– –
-100,321
798
– –
-788,883
799
– –
-12,024
800
– –
-1,377,657
29 30 31
32
33