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
126
$238M 0.18%
316
-134
127
$238M 0.18%
1,486,601
-21,827
128
$230M 0.17%
2,431,929
+35,367
129
$230M 0.17%
404,534
-2,565
130
$227M 0.17%
1,611,698
-66,949
131
$226M 0.17%
1,338,920
+361,060
132
$225M 0.17%
296,796
+102,376
133
$219M 0.17%
+1,227,178
134
$218M 0.16%
1,061,448
+28,911
135
$217M 0.16%
12,640,994
+81,431
136
$216M 0.16%
7,615,120
-20,942
137
$212M 0.16%
723,388
-7,741
138
$211M 0.16%
1,482,607
+1,341,884
139
$210M 0.16%
3,692,179
+167,888
140
$209M 0.16%
2,468,646
-482,314
141
$204M 0.15%
284,089
+85,048
142
$202M 0.15%
2,168,737
+224,303
143
$201M 0.15%
610,702
+609,792
144
$201M 0.15%
971,042
-48,248
145
$201M 0.15%
413,727
-3,367
146
$200M 0.15%
1,357,916
-26,660
147
$200M 0.15%
6,396,622
-93,128
148
$200M 0.15%
7,053,101
+7,042,585
149
$199M 0.15%
1,134,440
-13,626
150
$195M 0.15%
2,711,710
-65,411
4 5
6
7 8