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
126
$184M 0.21%
2,828,364
-277,275
127
$180M 0.2%
7,013,840
+173,840
128
$176M 0.2%
2,889,092
+4,844
129
$174M 0.2%
5,549,917
-115,010
130
$174M 0.2%
2,268,561
-84,950
131
$173M 0.19%
910
+2
132
$171M 0.19%
5,114,690
-260,796
133
$169M 0.19%
3,596,388
-455,747
134
$167M 0.19%
1,497,804
+521,068
135
$164M 0.18%
2,809,458
-6,268
136
$164M 0.18%
1,287,766
-84,455
137
$162M 0.18%
4,728,820
-302,937
138
$162M 0.18%
7,163,759
-983,814
139
$160M 0.18%
923,703
-63,472
140
$158M 0.18%
2,852,286
+802,800
141
$148M 0.17%
3,348,579
-188,867
142
$145M 0.16%
3,077,472
-81,200
143
$145M 0.16%
3,802,571
-356,518
144
$144M 0.16%
1,816,177
-507,845
145
$143M 0.16%
2,547,506
-133,600
146
$140M 0.16%
2,711,254
-27,920
147
$136M 0.15%
2,742,219
-172,856
148
$136M 0.15%
3,884,509
-28,730
149
$134M 0.15%
2,912,545
150
$134M 0.15%
909,710
-88,929
4 5
6
7 8