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
851
$149K ﹤0.01%
3,125
852
$148K ﹤0.01%
6,428
+1,709
853
$147K ﹤0.01%
+1,005
854
$145K ﹤0.01%
+11,756
855
$144K ﹤0.01%
+4,460
856
$143K ﹤0.01%
2,290
857
$143K ﹤0.01%
9,775
+3,000
858
$142K ﹤0.01%
9,690
-100
859
$141K ﹤0.01%
2,969
860
$140K ﹤0.01%
+1,180
861
$139K ﹤0.01%
7,500
862
$137K ﹤0.01%
+9,440
863
$135K ﹤0.01%
6,563
864
$133K ﹤0.01%
7,123
865
$132K ﹤0.01%
+2,210
866
$130K ﹤0.01%
5,000
867
$130K ﹤0.01%
1,449
+1,002
868
$129K ﹤0.01%
2,600
869
$129K ﹤0.01%
5,233
-1,205
870
$129K ﹤0.01%
3,333
871
$128K ﹤0.01%
2,862
-2,218
872
$127K ﹤0.01%
2,685
-613
873
$125K ﹤0.01%
6,030
-1,000
874
$123K ﹤0.01%
860
+500
875
$121K ﹤0.01%
+1,860
33 34
35
36 37