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
151
$132M 0.15%
4,425,410
+95,591
152
$131M 0.15%
2,463,142
-84,240
153
$131M 0.15%
1,959,515
-81,699
154
$128M 0.14%
1,014,909
-75,822
155
$127M 0.14%
+1,986,462
156
$126M 0.14%
750,503
-68,977
157
$124M 0.14%
489,553
+36,352
158
$121M 0.14%
1,440,097
-145,133
159
$120M 0.13%
1,319,172
-7,073
160
$119M 0.13%
3,486,623
161
$118M 0.13%
9,980,315
+682,026
162
$118M 0.13%
4,367,389
-34,725
163
$113M 0.13%
1,042,288
-1,406,777
164
$113M 0.13%
22,455,560
-260,165
165
$112M 0.13%
3,494,322
+159,029
166
$110M 0.12%
4,488,822
-232,943
167
$110M 0.12%
1,265,449
+95
168
$110M 0.12%
1,050,983
+688,808
169
$109M 0.12%
1,632,697
-3,777
170
$107M 0.12%
2,263,708
-16,088
171
$106M 0.12%
905,029
-20,297
172
$105M 0.12%
3,208,689
+878,979
173
$105M 0.12%
1,196,982
-119,450
174
$105M 0.12%
1,996,688
-199,812
175
$103M 0.12%
4,708,917
+10,282
5 6
7
8 9