ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
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
1151
– –
-3,000
1152
– –
-6,003
1153
– –
-8,327
1154
– –
-114,297
1155
– –
-313
1156
– –
-133
1157
– –
-162,317
1158
– –
-5,900
1159
– –
-1,000
1160
– –
-1,000
1161
– –
-1,000
1162
– –
-43,600
1163
– –
-1,000
1164
– –
-300
1165
– –
-946,530
1166
– –
-671,660
1167
– –
-122
1168
– –
-73,383
1169
– –
-231,820
1170
– –
-478
1171
– –
-6,000
1172
– –
-739,702
1173
– –
-100
1174
– –
-4,062,150
1175
– –
-1,000
44 45 46
47
48