ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114B
AUM Growth
-$8.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$552M
2
+$244M
3
+$194M
4
TSLA icon
Tesla
TSLA
+$183M
5
PEP icon
PepsiCo
PEP
+$162M

Top Sells

1
+$440M
2
+$351M
3
+$283M
4
CP icon
Canadian Pacific Kansas City
CP
+$275M
5
AAPL icon
Apple
AAPL
+$253M

Sector Composition

1 Technology 25.42%
2 Financials 14.21%
3 Healthcare 13.09%
4 Industrials 10.57%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$140M 0.12%
1,828,728
-49,722
177
$137M 0.12%
292,644
+8,080
178
$136M 0.12%
1,321,913
+23,399
179
$133M 0.12%
267,983
-7,418
180
$133M 0.12%
1,393,515
-61,800
181
$133M 0.12%
1,392,883
-72,624
182
$132M 0.12%
1,515,459
+84,025
183
$131M 0.11%
1,249,114
+134,647
184
$129M 0.11%
3,888,876
+140,218
185
$128M 0.11%
1,434,077
+12,126
186
$128M 0.11%
577,835
-140,172
187
$127M 0.11%
1,302,684
+20,969
188
$126M 0.11%
263,486
-21,401
189
$125M 0.11%
3,841,315
-25,365
190
$123M 0.11%
2,935,314
+282,510
191
$122M 0.11%
2,934,798
+1,585,959
192
$122M 0.11%
2,591,757
+34,334
193
$121M 0.11%
199,881
-13,326
194
$121M 0.11%
928,107
-235,628
195
$120M 0.11%
395,095
-14,616
196
$120M 0.11%
4,849,891
+17,214
197
$119M 0.1%
799,730
-90,880
198
$119M 0.1%
2,705,051
-2,588
199
$119M 0.1%
3,279,567
+1,416,725
200
$117M 0.1%
1,863,836
+98,007
6 7
8
9 10