ClearBridge Investments Portfolio holdings
AUM
$123B
1-Year Return
25.4%
This Quarter Return
+7.24%
1 Year Return
+25.4%
3 Year Return
+105.89%
5 Year Return
+172.68%
10 Year Return
+406.26%
AUM
$116B
AUM Growth
-$5.97B
(-4.9%)
Cap. Flow
+$714M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
19.94%
Holding
1,194
New
42
Increased
370
Reduced
460
Closed
62
Top Buys
| 1 |
Alibaba
BABA
|
$280M |
| 2 |
Williams Companies
WMB
|
$201M |
| 3 |
Meta Platforms (Facebook)
META
|
$179M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$161M |
| 5 |
Qualcomm
QCOM
|
$148M |
Top Sells
| 1 |
Dentsply Sirona
XRAY
|
$306M |
| 2 |
UnitedHealth
UNH
|
$277M |
| 3 |
Biogen
BIIB
|
$242M |
| 4 |
WPZ
Williams Partners L.P.
WPZ
|
$234M |
| 5 |
Amgen
AMGN
|
$192M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Healthcare | 18.54% |
| 3 | Financials | 11.37% |
| 4 | Communication Services | 10.94% |
| 5 | Industrials | 9.3% |
