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
$88.9B
AUM Growth
+$4.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$124M
3
+$117M
4
EEP
Enbridge Energy Partners
EEP
+$116M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$583M
2
+$148M
3
+$136M
4
PEP icon
PepsiCo
PEP
+$132M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$122M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.66%
4 Industrials 10.23%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$262K ﹤0.01%
1,548
-250
802
$253K ﹤0.01%
4,310
803
$242K ﹤0.01%
3,798
+405
804
$241K ﹤0.01%
4,100
-1,100
805
$240K ﹤0.01%
7,020
806
$235K ﹤0.01%
4,287
-43
807
$235K ﹤0.01%
12,606
808
$232K ﹤0.01%
14,604
809
$227K ﹤0.01%
4,414
-3,170
810
$227K ﹤0.01%
1,898
811
$224K ﹤0.01%
5,513
+286
812
$216K ﹤0.01%
30,000
-10,000
813
$215K ﹤0.01%
5,792
+4,992
814
$214K ﹤0.01%
2,397
-157
815
$213K ﹤0.01%
4,705
-367
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$213K ﹤0.01%
11,675
-1,000
817
$211K ﹤0.01%
5,824
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818
$211K ﹤0.01%
3,685
-11,640
819
$210K ﹤0.01%
4,837
820
$208K ﹤0.01%
+4,335
821
$202K ﹤0.01%
3,150
822
$202K ﹤0.01%
5,158
+1,530
823
$202K ﹤0.01%
2,700
824
$200K ﹤0.01%
3,750
825
$200K ﹤0.01%
5,935
-319
31 32
33
34 35