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
826
$200K ﹤0.01%
5,935
-319
827
$195K ﹤0.01%
7,500
828
$194K ﹤0.01%
1,043
829
$191K ﹤0.01%
4,191
+286
830
$189K ﹤0.01%
3,923
831
$188K ﹤0.01%
5,240
832
$182K ﹤0.01%
2,405
833
$179K ﹤0.01%
10,000
834
$178K ﹤0.01%
+1,315
835
$174K ﹤0.01%
1,083
+283
836
$168K ﹤0.01%
11,980
-720
837
$168K ﹤0.01%
6,425
838
$167K ﹤0.01%
7,571
839
$167K ﹤0.01%
+6,240
840
$164K ﹤0.01%
6,826
841
$164K ﹤0.01%
1,844
-102
842
$162K ﹤0.01%
+1,170
843
$161K ﹤0.01%
7,606
844
$161K ﹤0.01%
2,061
+6
845
$157K ﹤0.01%
9,000
846
$157K ﹤0.01%
+6,365
847
$157K ﹤0.01%
2,645
+167
848
$151K ﹤0.01%
1,600
849
$151K ﹤0.01%
5,500
850
$150K ﹤0.01%
2,275
32 33
34
35 36