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
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.42%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354M 0.25%
5,913,433
-368,529
102
$343M 0.24%
1,445,717
-157,056
103
$341M 0.24%
3,474,118
-91,050
104
$327M 0.23%
11,963,043
+394,542
105
$326M 0.23%
4,244,664
+359,854
106
$326M 0.23%
3,645,736
+117,923
107
$316M 0.22%
8,255,629
-1,201,930
108
$314M 0.22%
1,023,867
+1,022,103
109
$303M 0.21%
1,589,041
-73,201
110
$301M 0.21%
5,532,989
-9,490,678
111
$300M 0.21%
4,443,579
+64,159
112
$299M 0.21%
2,485,123
+62,856
113
$288M 0.2%
687
-27
114
$282M 0.2%
1,027,567
-7,532
115
$281M 0.2%
3,436,941
-43,241
116
$279M 0.19%
+4,106,536
117
$274M 0.19%
13,528,695
-636,872
118
$272M 0.19%
6,815,601
-587,366
119
$271M 0.19%
1,412,464
+67,531
120
$267M 0.19%
8,695,668
-848,003
121
$265M 0.18%
3,965,932
-282,153
122
$261M 0.18%
940,566
-5,710
123
$261M 0.18%
7,250,206
-202,055
124
$260M 0.18%
2,438,758
-6,961
125
$258M 0.18%
10,694,040
+262,590
3 4
5
6 7