ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.4B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$327M
3
+$324M
4
WDC icon
Western Digital
WDC
+$316M
5
CVS icon
CVS Health
CVS
+$222M

Top Sells

1
+$2.74B
2
+$445M
3
+$340M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
GE icon
GE Aerospace
GE
+$204M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.04%
3 Communication Services 12.13%
4 Energy 10.09%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222M 0.26%
2,838,534
-56,091
102
$220M 0.25%
8,095,577
-27,514
103
$212M 0.25%
6,341,393
-42,208
104
$212M 0.25%
6,977,589
+1,565,567
105
$211M 0.24%
4,013,763
+1,034,022
106
$210M 0.24%
9,076,645
-64,311
107
$207M 0.24%
3,421,325
+792,873
108
$198M 0.23%
14,409,242
-98,890
109
$197M 0.23%
5,859,414
-97,531
110
$197M 0.23%
7,065,788
-354,056
111
$197M 0.23%
5,435,041
+770,960
112
$197M 0.23%
4,103,548
+745,797
113
$196M 0.23%
5,902,651
-25,165
114
$196M 0.23%
2,081,955
+41,142
115
$195M 0.23%
1,802,424
+975,597
116
$194M 0.23%
14,319,106
-168,507
117
$191M 0.22%
5,186,875
-98,321
118
$188M 0.22%
7,134,098
-35,814
119
$188M 0.22%
3,615,662
-12,880
120
$186M 0.22%
5,213,898
+960,290
121
$185M 0.21%
6,319,792
-876,209
122
$184M 0.21%
6,092,853
-294,008
123
$181M 0.21%
4,458,626
+4,048,190
124
$180M 0.21%
2,848,331
-587,542
125
$180M 0.21%
2,333,211
-326,448
3 4
5
6 7