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
1176
-1,000
1177
-1,149,420
1178
-500
1179
-2,181,397
1180
-8,690
1181
-8,533