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
101
$270M 0.3%
16,613,700
+366,620
102
$270M 0.3%
4,500,821
-59,713
103
$266M 0.3%
6,148,655
-102,814
104
$260M 0.29%
3,026,301
+245,191
105
$254M 0.29%
3,133,587
-349,379
106
$253M 0.28%
6,237,492
+402,711
107
$245M 0.28%
3,447,466
-680,495
108
$245M 0.28%
5,490,348
+596,052
109
$239M 0.27%
5,077,485
+139,504
110
$239M 0.27%
3,553,429
-328,427
111
$238M 0.27%
4,069,881
-91,660
112
$232M 0.26%
4,000,383
+61,899
113
$229M 0.26%
6,905,488
-43,828
114
$226M 0.25%
2,753,948
-588,770
115
$214M 0.24%
5,049,571
-21,357
116
$211M 0.24%
2,364,282
-1,525,083
117
$209M 0.23%
8,394,009
-3,040,855
118
$204M 0.23%
5,626,088
-112,850
119
$201M 0.23%
9,121,206
+2,097,433
120
$201M 0.23%
4,149,748
-300,877
121
$201M 0.23%
1,610,998
-5,932
122
$193M 0.22%
1,639,074
-22,607
123
$193M 0.22%
2,503,919
+5,595
124
$185M 0.21%
3,537,716
-39,965
125
$185M 0.21%
1,869,998
-139,430
3 4
5
6 7