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
$94.6B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$134M
3
+$132M
4
KO icon
Coca-Cola
KO
+$108M
5
SNDK
SANDISK CORP
SNDK
+$102M

Top Sells

1
+$1.05B
2
+$225M
3
+$150M
4
AMGN icon
Amgen
AMGN
+$132M
5
GE icon
GE Aerospace
GE
+$108M

Sector Composition

1 Healthcare 20.43%
2 Technology 13.86%
3 Energy 13.63%
4 Financials 8.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$262K ﹤0.01%
+6,850
802
$259K ﹤0.01%
4,000
-100
803
$250K ﹤0.01%
11,700
804
$236K ﹤0.01%
2,700
-19
805
$234K ﹤0.01%
1,043
-10
806
$229K ﹤0.01%
1,953
+444
807
$228K ﹤0.01%
9,763
808
$226K ﹤0.01%
2,132
-341,263
809
$222K ﹤0.01%
2,900
810
$222K ﹤0.01%
1,600
811
$220K ﹤0.01%
8,467
812
$220K ﹤0.01%
2,700
813
$212K ﹤0.01%
3,224
-33
814
$209K ﹤0.01%
8,083
815
$206K ﹤0.01%
5,666
-347
816
$205K ﹤0.01%
10,000
817
$201K ﹤0.01%
3,923
818
$194K ﹤0.01%
+67,850
819
$192K ﹤0.01%
3,750
820
$192K ﹤0.01%
935
-150
821
$190K ﹤0.01%
12,606
822
$189K ﹤0.01%
14,686
+1,618
823
$184K ﹤0.01%
16,501
-2,733
824
$184K ﹤0.01%
2,000
+300
825
$183K ﹤0.01%
7,406
31 32
33
34 35