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
1001
$17K ﹤0.01%
399
-220
1002
$17K ﹤0.01%
+683
1003
$16K ﹤0.01%
200
1004
$16K ﹤0.01%
1,189
1005
$16K ﹤0.01%
699
1006
$16K ﹤0.01%
250
+50
1007
$16K ﹤0.01%
2,250
1008
$16K ﹤0.01%
1,500
1009
$16K ﹤0.01%
500
-1
1010
$16K ﹤0.01%
1,000
1011
$15K ﹤0.01%
213
+110
1012
$15K ﹤0.01%
200
1013
$15K ﹤0.01%
400
-100
1014
$15K ﹤0.01%
205
1015
$14K ﹤0.01%
400
1016
$14K ﹤0.01%
+76
1017
$14K ﹤0.01%
231
+4
1018
$14K ﹤0.01%
3,748
1019
$14K ﹤0.01%
501
+9
1020
$13K ﹤0.01%
344
-569,945
1021
$13K ﹤0.01%
+300
1022
$13K ﹤0.01%
100
-90
1023
$13K ﹤0.01%
223
1024
$13K ﹤0.01%
103
-99
1025
$13K ﹤0.01%
900
39 40
41
42 43