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
201
$81.5M 0.09%
1,122,068
-28,810
202
$81M 0.09%
907,055
-107,777
203
$80.1M 0.09%
368,875
-15,500
204
$78.6M 0.09%
2,079,262
-12,244
205
$78.6M 0.09%
3,019,700
+414,899
206
$77.4M 0.09%
1,130,515
-1,621
207
$77.1M 0.09%
482,483
-263,555
208
$76.2M 0.09%
994,855
+44,387
209
$76M 0.09%
1,370,202
-2,543
210
$75.4M 0.09%
1,139,116
-5,978
211
$74.8M 0.09%
1,528,384
-650
212
$74.6M 0.09%
1,586,948
+26,580
213
$72.8M 0.08%
2,247,193
-219,408
214
$72.6M 0.08%
1,290,592
-125,347
215
$72.5M 0.08%
2,799,711
+130,066
216
$72.3M 0.08%
7,533,586
-150,672
217
$72.2M 0.08%
3,824,654
-491,196
218
$72M 0.08%
1,669,247
-53,480
219
$70.4M 0.08%
1,396,479
-63,603
220
$70.1M 0.08%
513,296
+20,255
221
$69.9M 0.08%
7,352,660
-138,652
222
$69.1M 0.08%
1,497,700
-7,236
223
$69M 0.08%
2,461,600
-33,840
224
$68.8M 0.08%
2,148,789
+434,615
225
$68.6M 0.08%
843,554
-83,791
7 8
9
10 11