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
176
$97.1M 0.11%
4,253,490
-28,330
177
$96.8M 0.11%
1,245,454
-625,352
178
$96.2M 0.11%
2,347,206
-572,108
179
$96.1M 0.11%
4,674,295
+270,908
180
$95.3M 0.11%
1,028,259
+462
181
$94.7M 0.11%
5,682,941
+318,400
182
$93.9M 0.11%
1,414,284
-694,103
183
$93.7M 0.11%
3,715,123
-1,939
184
$93.7M 0.11%
586,638
+40,268
185
$93.6M 0.11%
2,609,795
+107,790
186
$92.4M 0.11%
1,722,775
+862,069
187
$91.6M 0.11%
3,372,838
-209,822
188
$90.4M 0.1%
5,716,270
+12,344
189
$90.4M 0.1%
3,319,624
-16,307
190
$90M 0.1%
3,503,172
+300,000
191
$87.1M 0.1%
851,030
-1,176,736
192
$85.8M 0.1%
+4,124,662
193
$85.6M 0.1%
1,736,297
-233,925
194
$85.4M 0.1%
1,315,060
+1,000,182
195
$85.2M 0.1%
798,727
-14,973
196
$84.3M 0.1%
1,097,160
+273,458
197
$84.1M 0.1%
1,044,122
+48,455
198
$82.3M 0.1%
511,225
-86,675
199
$82.1M 0.1%
1,451,033
-273,854
200
$82M 0.09%
13,146,795
+631,965
6 7
8
9 10