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
801
$264K ﹤0.01%
2,633
+175
802
$262K ﹤0.01%
1,548
-250
803
$253K ﹤0.01%
4,310
804
$242K ﹤0.01%
3,798
+405
805
$241K ﹤0.01%
4,100
-1,100
806
$240K ﹤0.01%
7,020
807
$235K ﹤0.01%
4,287
-43
808
$235K ﹤0.01%
12,606
809
$232K ﹤0.01%
14,604
810
$227K ﹤0.01%
1,898
811
$227K ﹤0.01%
4,414
-3,170
812
$224K ﹤0.01%
5,513
+286
813
$216K ﹤0.01%
30,000
-10,000
814
$215K ﹤0.01%
5,792
+4,992
815
$214K ﹤0.01%
2,397
-157
816
$213K ﹤0.01%
4,705
-367
817
$213K ﹤0.01%
11,675
-1,000
818
$211K ﹤0.01%
5,824
+12
819
$211K ﹤0.01%
3,685
-11,640
820
$210K ﹤0.01%
2,024
821
$208K ﹤0.01%
+4,335
822
$202K ﹤0.01%
3,150
823
$202K ﹤0.01%
5,158
+1,530
824
$202K ﹤0.01%
2,700
825
$200K ﹤0.01%
3,750
31 32
33
34 35