ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$227M
2
+$124M
3
+$117M
4
EEP
Enbridge Energy Partners
EEP
+$116M
5
WOLF icon
Wolfspeed
WOLF
+$105M

Top Sells

1
+$583M
2
+$148M
3
+$136M
4
PEP icon
PepsiCo
PEP
+$132M
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$122M

Sector Composition

1 Healthcare 17.16%
2 Energy 16.94%
3 Technology 14.66%
4 Industrials 10.23%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$4K ﹤0.01%
176
1127
$4K ﹤0.01%
+137
1128
$3K ﹤0.01%
600
1129
$3K ﹤0.01%
100
1130
$3K ﹤0.01%
258
-1,042
1131
$2K ﹤0.01%
100
1132
$2K ﹤0.01%
100
1133
$2K ﹤0.01%
300
1134
$1K ﹤0.01%
100
1135
$1K ﹤0.01%
1,000
1136
$1K ﹤0.01%
+100
1137
$1K ﹤0.01%
101
1138
– –
-226,393
1139
– –
-218
1140
– –
-1,258
1141
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-20,062
1142
– –
-2,000
1143
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-999,539
1144
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-1,000
1145
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1146
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-500
1147
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-1,750
1148
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-41,233
1149
– –
-888,594
1150
– –
-3,000
44 45
46
47 48