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
1001
$36K ﹤0.01%
1,300
1002
$36K ﹤0.01%
1,125
1003
$35K ﹤0.01%
+620
1004
$35K ﹤0.01%
2,267
1005
$34K ﹤0.01%
840
1006
$34K ﹤0.01%
891
+510
1007
$34K ﹤0.01%
1,320
-933
1008
$34K ﹤0.01%
+1,306
1009
$33K ﹤0.01%
1,027
-1,000
1010
$33K ﹤0.01%
3,105
+480
1011
$33K ﹤0.01%
319
+3
1012
$33K ﹤0.01%
335
+172
1013
$33K ﹤0.01%
284
+2
1014
$33K ﹤0.01%
910
1015
$33K ﹤0.01%
404
-15
1016
$32K ﹤0.01%
381
+5
1017
$32K ﹤0.01%
800
1018
$32K ﹤0.01%
375
1019
$31K ﹤0.01%
472
1020
$31K ﹤0.01%
+1,099
1021
$31K ﹤0.01%
500
1022
$30K ﹤0.01%
2,953
1023
$30K ﹤0.01%
826
1024
$30K ﹤0.01%
2,000
1025
$30K ﹤0.01%
1,389
39 40
41
42 43