ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319M 0.37%
2,663,083
+56,135
77
$316M 0.37%
+6,972,879
78
$316M 0.37%
46,673,599
-2,008,569
79
$314M 0.36%
4,627,764
+167,710
80
$310M 0.36%
4,511,772
+37,487
81
$309M 0.36%
3,043,982
-735
82
$307M 0.36%
7,450,624
+243,051
83
$304M 0.35%
9,012,937
-615,883
84
$300M 0.35%
9,803,734
+1,617,959
85
$284M 0.33%
2,148,319
-12,221
86
$278M 0.32%
3,997,926
-1,296,891
87
$278M 0.32%
2,777,320
+38,589
88
$274M 0.32%
6,431,744
-38,847
89
$273M 0.32%
8,545,695
-201,126
90
$270M 0.31%
4,055,275
-34,370
91
$261M 0.3%
5,095,230
-70,024
92
$250M 0.29%
8,354,042
+700,779
93
$245M 0.28%
2,963,924
-24,891
94
$245M 0.28%
10,616,713
-444,273
95
$243M 0.28%
1,711,617
+92,303
96
$242M 0.28%
3,685,511
+51,708
97
$236M 0.27%
6,448,422
-1,812,788
98
$223M 0.26%
1,542,315
-28,329
99
$222M 0.26%
1,927,653
-3,856,731
100
$222M 0.26%
1,376,859
-16,539
2 3
4
5 6