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
76
$348M 0.39%
4,146,442
-125,840
77
$342M 0.38%
5,991,235
-89,102
78
$339M 0.38%
4,870,070
+93,743
79
$331M 0.37%
10,272,702
-219,263
80
$330M 0.37%
7,624,142
-637,007
81
$326M 0.37%
8,820,624
+3,753,682
82
$322M 0.36%
6,111,568
-527,588
83
$321M 0.36%
3,865,552
-159,778
84
$319M 0.36%
6,235,758
-2,466,812
85
$313M 0.35%
11,668,274
-31,666
86
$313M 0.35%
6,639,717
-672,301
87
$308M 0.35%
6,447,144
-158,808
88
$308M 0.35%
6,960,316
-142,238
89
$306M 0.34%
11,599,125
+496,733
90
$299M 0.34%
6,679,312
+152,432
91
$291M 0.33%
6,861,191
+134,597
92
$291M 0.33%
2,957,490
-55,798
93
$287M 0.32%
5,923,361
+8,148
94
$285M 0.32%
13,534,221
-1,107,278
95
$284M 0.32%
2,246,186
+5,283
96
$284M 0.32%
8,239,358
+895,096
97
$283M 0.32%
4,184,441
-129,748
98
$283M 0.32%
2,837,195
+75,719
99
$282M 0.32%
882,568
-27,212
100
$274M 0.31%
4,413,628
-893,739
2 3
4
5 6