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
1026
$29K ﹤0.01%
1,500
1027
$29K ﹤0.01%
2,600
1028
$28K ﹤0.01%
432
+210
1029
$28K ﹤0.01%
400
1030
$28K ﹤0.01%
7,400
-31,400
1031
$28K ﹤0.01%
751
1032
$28K ﹤0.01%
1,000
1033
$28K ﹤0.01%
199
-75
1034
$28K ﹤0.01%
3,445
1035
$27K ﹤0.01%
300
1036
$27K ﹤0.01%
308
+20
1037
$26K ﹤0.01%
+800
1038
$25K ﹤0.01%
160
+15
1039
$25K ﹤0.01%
312
1040
$24K ﹤0.01%
600
1041
$24K ﹤0.01%
1,012
1042
$23K ﹤0.01%
1,800
1043
$22K ﹤0.01%
+325
1044
$22K ﹤0.01%
2,000
1045
$21K ﹤0.01%
+900
1046
$21K ﹤0.01%
520
1047
$20K ﹤0.01%
+1,026
1048
$20K ﹤0.01%
1,000
-1,000
1049
$20K ﹤0.01%
+705
1050
$19K ﹤0.01%
321
+21
40 41
42
43 44