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
976
$47K ﹤0.01%
2,270
977
$47K ﹤0.01%
620
978
$47K ﹤0.01%
1,000
979
$45K ﹤0.01%
2,000
980
$44K ﹤0.01%
3,500
981
$43K ﹤0.01%
1,197
982
$43K ﹤0.01%
3,500
983
$41K ﹤0.01%
+260
984
$41K ﹤0.01%
825
985
$41K ﹤0.01%
1,750
986
$41K ﹤0.01%
2,500
987
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988
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989
$40K ﹤0.01%
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990
$40K ﹤0.01%
11,273
-358
991
$39K ﹤0.01%
1,950
992
$38K ﹤0.01%
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993
$38K ﹤0.01%
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994
$38K ﹤0.01%
1,500
995
$37K ﹤0.01%
1,600
996
$37K ﹤0.01%
520
997
$37K ﹤0.01%
2,000
998
$36K ﹤0.01%
2,400
-6,300
999
$36K ﹤0.01%
1,477
1000
$36K ﹤0.01%
941
-131
38 39
40
41 42