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
$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
126
$178M 0.21%
7,452,218
-221,885
127
$178M 0.21%
1,508,252
+1,473,046
128
$178M 0.21%
5,221,010
+702,089
129
$174M 0.2%
10,508,642
-152,887
130
$173M 0.2%
6,643,684
-167,844
131
$171M 0.2%
866
+2
132
$167M 0.19%
1,853,639
-1,522,439
133
$166M 0.19%
2,453,596
-760,895
134
$163M 0.19%
6,606,549
-190,376
135
$162M 0.19%
2,876,575
-93,792
136
$161M 0.19%
3,071,601
+137,363
137
$160M 0.19%
6,244,335
-4,556,931
138
$159M 0.18%
2,005,574
-86,658
139
$159M 0.18%
5,786,890
+602,443
140
$158M 0.18%
3,369,848
+277,120
141
$152M 0.18%
1,538,856
-260,125
142
$149M 0.17%
2,405,997
-29,316
143
$148M 0.17%
799,269
-6,782
144
$144M 0.17%
1,196,148
-191,633
145
$142M 0.16%
2,488,894
-13,728
146
$138M 0.16%
1,499,317
+1,127,689
147
$138M 0.16%
4,195,460
+154,503
148
$135M 0.16%
6,955,935
+132,924
149
$133M 0.15%
3,234,706
+1,096,999
150
$132M 0.15%
2,923,536
-14,581
4 5
6
7 8