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
151
$131M 0.15%
645,579
-10,377
152
$130M 0.15%
578,698
+21,608
153
$122M 0.14%
3,428,590
-1,420
154
$121M 0.14%
2,394,910
+14,447
155
$119M 0.14%
1,488,381
-51,051
156
$116M 0.13%
1,602,022
-4,957
157
$116M 0.13%
3,267,298
-1,230
158
$115M 0.13%
2,217,840
-5,847
159
$114M 0.13%
2,301,684
-26,380
160
$114M 0.13%
6,913,205
-852,758
161
$112M 0.13%
2,158,223
-1,991,063
162
$112M 0.13%
1,277,590
-2,134
163
$112M 0.13%
2,360,970
-9,030
164
$112M 0.13%
1,788,148
+21,202
165
$110M 0.13%
5,895,118
-236,993
166
$110M 0.13%
2,959,047
-232,412
167
$109M 0.13%
1,652,628
+23,844
168
$108M 0.12%
2,849,536
+9,456
169
$107M 0.12%
1,185,338
+37,416
170
$104M 0.12%
1,447,349
-90,542
171
$104M 0.12%
5,929,200
-33,264
172
$103M 0.12%
735,900
-1,732
173
$101M 0.12%
1,860,256
-62,671
174
$100M 0.12%
763,024
-2,446
175
$99.9M 0.12%
184,095
+7,859
5 6
7
8 9