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
1126
$4K ﹤0.01%
150
1127
$4K ﹤0.01%
176
1128
$4K ﹤0.01%
+137
1129
$3K ﹤0.01%
600
1130
$3K ﹤0.01%
100
1131
$3K ﹤0.01%
258
-1,042
1132
$2K ﹤0.01%
100
1133
$2K ﹤0.01%
100
1134
$2K ﹤0.01%
300
1135
$1K ﹤0.01%
100
1136
$1K ﹤0.01%
1,000
1137
$1K ﹤0.01%
+100
1138
$1K ﹤0.01%
101
1139
– –
-100
1140
– –
-226,393
1141
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-218
1142
– –
-1,258
1143
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-20,062
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1145
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-999,539
1146
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1147
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-500
1149
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-1,750
1150
– –
-41,233
44 45
46
47 48