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
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.37%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$259K ﹤0.01%
+7,771
802
$256K ﹤0.01%
6,144
803
$253K ﹤0.01%
3,000
804
$248K ﹤0.01%
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-49
805
$245K ﹤0.01%
+2,423
806
$242K ﹤0.01%
3,400
807
$238K ﹤0.01%
+2,902
808
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+7,328
809
$230K ﹤0.01%
+9,000
810
$220K ﹤0.01%
1,911
-1,095
811
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3,500
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+7,894
814
$203K ﹤0.01%
+1,897
815
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7,495
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817
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+250,000
818
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819
$139K ﹤0.01%
1,192
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13,000
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821
$62K ﹤0.01%
5,500
822
$2K ﹤0.01%
+13,000
823
– –
-563,230
824
– –
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825
– –
-6,295
31 32
33
34 35