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
201
$82.6M 0.09%
1,822,385
-19,318
202
$81.4M 0.09%
1,407,459
-138,520
203
$81.4M 0.09%
2,144,676
+97,850
204
$79.8M 0.09%
1,539,697
-135,333
205
$79.7M 0.09%
2,116,148
-189,462
206
$79.2M 0.09%
861,956
+235,492
207
$78.6M 0.09%
1,108,154
+6,603
208
$78M 0.09%
4,941,656
+20,961
209
$77.9M 0.09%
1,254,048
+275
210
$77.4M 0.09%
1,428,869
-19,469
211
$77.4M 0.09%
7,286,759
-836,497
212
$77.3M 0.09%
3,942,182
-404,028
213
$76.5M 0.09%
1,794,468
-69,419
214
$76.3M 0.09%
6,317,733
-506,175
215
$76.3M 0.09%
5,322,797
-556,897
216
$75.7M 0.09%
1,644,650
+310,305
217
$75.7M 0.09%
+2,888,845
218
$75.6M 0.09%
3,181,493
+275,389
219
$75.4M 0.08%
454,967
-3,139
220
$74.9M 0.08%
598,561
-3,272
221
$74.6M 0.08%
905,995
-72,785
222
$74.1M 0.08%
1,019,535
-100,705
223
$73.5M 0.08%
441,967
+6,167
224
$73.1M 0.08%
2,243,802
-2,445
225
$72.7M 0.08%
1,516,019
-3,666
7 8
9
10 11