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
901
$62K ﹤0.01%
1,500
902
$61K ﹤0.01%
1,000
-48
903
$60K ﹤0.01%
874
+2
904
$59K ﹤0.01%
900
905
$59K ﹤0.01%
4,804
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906
$58K ﹤0.01%
2,813
-628
907
$58K ﹤0.01%
3,788
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$57K ﹤0.01%
1,600
909
$57K ﹤0.01%
+2,000
910
$56K ﹤0.01%
7,476
-1
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$56K ﹤0.01%
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912
$55K ﹤0.01%
2,000
913
$54K ﹤0.01%
8,800
+5,030
914
$53K ﹤0.01%
850
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$53K ﹤0.01%
660
916
$52K ﹤0.01%
5,000
917
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882
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918
$51K ﹤0.01%
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$51K ﹤0.01%
1,500
920
$51K ﹤0.01%
520
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$51K ﹤0.01%
3,000
922
$50K ﹤0.01%
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923
$50K ﹤0.01%
1,000
924
$49K ﹤0.01%
+3,514
925
$49K ﹤0.01%
922
-357
35 36
37
38 39