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
76
$354M 0.37%
13,183,647
-192,467
77
$353M 0.37%
4,400,886
-21,047
78
$349M 0.37%
11,606,466
+5,420
79
$343M 0.36%
6,104,332
-399,338
80
$336M 0.36%
5,643,814
-11,086
81
$333M 0.35%
13,085,594
+56,489
82
$321M 0.34%
4,103,673
-213,295
83
$321M 0.34%
4,372,282
+53,690
84
$311M 0.33%
4,602,043
+12,015
85
$307M 0.32%
7,613,783
+189,329
86
$303M 0.32%
2,227,634
-20,296
87
$303M 0.32%
2,618,353
+8,265
88
$301M 0.32%
13,884,080
-2,134,460
89
$301M 0.32%
7,802,373
+54,995
90
$300M 0.32%
4,503,538
-153,304
91
$297M 0.31%
7,394,231
+87,307
92
$288M 0.3%
3,707,616
-768,173
93
$287M 0.3%
2,540,281
-19,981
94
$285M 0.3%
10,812,260
-116,755
95
$284M 0.3%
6,547,119
-229,695
96
$281M 0.3%
11,101,744
+9,538
97
$281M 0.3%
2,948,353
+16,872
98
$276M 0.29%
5,945,951
+1,957
99
$269M 0.28%
5,823,750
+145,681
100
$266M 0.28%
8,354,907
-208,944
2 3
4
5 6