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
1101
$3K ﹤0.01%
100
1102
$3K ﹤0.01%
435
1103
$3K ﹤0.01%
+100
1104
$3K ﹤0.01%
250
1105
$3K ﹤0.01%
176
1106
$3K ﹤0.01%
+266
1107
$2K ﹤0.01%
+100
1108
$2K ﹤0.01%
+112
1109
$2K ﹤0.01%
+50
1110
$1K ﹤0.01%
600
1111
$1K ﹤0.01%
100
1112
$1K ﹤0.01%
13
1113
$1K ﹤0.01%
1,000
1114
$1K ﹤0.01%
20
-2,363
1115
$1K ﹤0.01%
1,000
1116
$1K ﹤0.01%
222
1117
$1K ﹤0.01%
101
1118
– –
-500
1119
– –
-131
1120
– –
-617
1121
– –
-221
1122
– –
-210
1123
– –
-161,958
1124
– –
-51,126
1125
– –
-268
43 44
45
46 47