ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313M 0.24%
3,754,625
+3,502,258
102
$305M 0.23%
652,139
-180,625
103
$301M 0.23%
598,179
-53,419
104
$299M 0.23%
33,347,932
+1,901,961
105
$298M 0.22%
1,503,596
-37,440
106
$298M 0.22%
4,087,514
+2,306,696
107
$292M 0.22%
383,120
-539,473
108
$291M 0.22%
2,032,476
-734,802
109
$284M 0.21%
622,435
+65,336
110
$283M 0.21%
1,400,431
-18,357
111
$276M 0.21%
8,583,591
-143,400
112
$267M 0.2%
5,761,316
+5,756,443
113
$266M 0.2%
3,570,807
-92,825
114
$263M 0.2%
623,464
+53,482
115
$257M 0.19%
1,525,438
+118,299
116
$255M 0.19%
1,926,321
+171,935
117
$253M 0.19%
1,094,139
-631,891
118
$253M 0.19%
6,814,857
-5,967
119
$252M 0.19%
4,771,411
+17,122
120
$251M 0.19%
1,161,062
+194,225
121
$248M 0.19%
1,893,641
+195,500
122
$248M 0.19%
3,854,970
-1,498,342
123
$242M 0.18%
1,072,691
-23,551
124
$241M 0.18%
311,909
-86,547
125
$239M 0.18%
921,541
+163,721
3 4
5
6 7