ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147B
AUM Growth
+$6.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$933M
2
+$499M
3
+$348M
4
NFLX icon
Netflix
NFLX
+$342M
5
CRWD icon
CrowdStrike
CRWD
+$280M

Top Sells

1
+$1.5B
2
+$692M
3
+$396M
4
AAPL icon
Apple
AAPL
+$369M
5
BUD icon
AB InBev
BUD
+$354M

Sector Composition

1 Technology 28.07%
2 Healthcare 15.03%
3 Consumer Discretionary 11.92%
4 Industrials 10.58%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-190,871
802
– –
-1,081,190
803
– –
-33,676
804
– –
-50,452
805
– –
-7,637
806
– –
-1,061,226
807
– –
-2,723,947
808
– –
-62,038
809
– –
-6,839
810
– –
-660,478
811
– –
-1,104,185
812
– –
-158,551
813
– –
-640,821
814
– –
-7,332
815
– –
-588,436
816
– –
-871,200
817
– –
-13,326,214
818
– –
-1,503,772
819
– –
-850,119
820
– –
-180,000
821
– –
-1,941,298
822
– –
-256,644
823
– –
-173,037
824
– –
-257,179
825
– –
-6,613,173
30 31 32
33
34