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
$94.6B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$134M
3
+$132M
4
KO icon
Coca-Cola
KO
+$108M
5
SNDK
SANDISK CORP
SNDK
+$102M

Top Sells

1
+$1.05B
2
+$225M
3
+$150M
4
AMGN icon
Amgen
AMGN
+$132M
5
GE icon
GE Aerospace
GE
+$108M

Sector Composition

1 Healthcare 20.43%
2 Technology 13.86%
3 Energy 13.63%
4 Financials 8.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$86.8M 0.09%
824,605
-13,189
202
$86.8M 0.09%
553,800
+85,312
203
$86M 0.09%
3,986,758
-11,625
204
$85.7M 0.09%
2,633,209
-731,884
205
$85.5M 0.09%
2,920,506
+32,646
206
$85.3M 0.09%
1,259,733
-398,632
207
$83.7M 0.09%
5,294,532
+37,193
208
$83.7M 0.09%
1,518,235
-5,392
209
$81.9M 0.09%
6,627,536
-132,680
210
$81.9M 0.09%
1,266,746
-4,007
211
$80.2M 0.08%
1,540,515
-500,046
212
$80.1M 0.08%
7,732,080
+919,031
213
$80.1M 0.08%
2,702,544
+1,107,184
214
$79.9M 0.08%
5,320,777
+384,461
215
$79.9M 0.08%
429,582
-27,554
216
$79M 0.08%
1,176,145
-6,905
217
$78.6M 0.08%
1,386,219
-94,066
218
$78.2M 0.08%
1,841,408
-15,181
219
$78.2M 0.08%
3,487,593
-89,771
220
$77.9M 0.08%
1,575,110
-178,766
221
$77.5M 0.08%
3,496,790
+1,760,390
222
$77.3M 0.08%
1,054,278
-55,253
223
$75M 0.08%
529,321
+57,793
224
$75M 0.08%
1,744,997
-19,967
225
$74.9M 0.08%
952,714
+109,282
7 8
9
10 11