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
826
$183K ﹤0.01%
8,628
+105
827
$181K ﹤0.01%
4,599
+1,498
828
$178K ﹤0.01%
8,967
829
$177K ﹤0.01%
10,420
-1,100
830
$170K ﹤0.01%
6,100
+600
831
$167K ﹤0.01%
3,984
-2,333
832
$167K ﹤0.01%
2,405
833
$163K ﹤0.01%
12,411
834
$157K ﹤0.01%
6,425
835
$154K ﹤0.01%
2,290
-70
836
$153K ﹤0.01%
3,333
837
$151K ﹤0.01%
4,500
838
$150K ﹤0.01%
5,858
839
$146K ﹤0.01%
9,000
840
$144K ﹤0.01%
9,177
841
$144K ﹤0.01%
7,525
842
$144K ﹤0.01%
7,000
-523
843
$137K ﹤0.01%
10,613
844
$131K ﹤0.01%
9,500
845
$128K ﹤0.01%
6,030
846
$127K ﹤0.01%
3,727
+155
847
$126K ﹤0.01%
3,241
-29,949
848
$126K ﹤0.01%
2,597
+45
849
$124K ﹤0.01%
3,260
-120
850
$123K ﹤0.01%
1,757
32 33
34
35 36