ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$303M
3
+$279M
4
BABA icon
Alibaba
BABA
+$237M
5
SHLS icon
Shoals Technologies Group
SHLS
+$221M

Top Sells

1
+$941M
2
+$589M
3
+$517M
4
UNH icon
UnitedHealth
UNH
+$306M
5
AMGN icon
Amgen
AMGN
+$243M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.42%
4 Industrials 10.2%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02B 3.49%
29,178,660
+327,300
2
$5.02B 3.49%
18,520,622
-765,616
3
$4.14B 2.88%
30,193,721
-590,860
4
$3.82B 2.66%
9,534,856
-764,268
5
$3.69B 2.57%
10,606,974
+112,614
6
$3.03B 2.11%
12,971,372
-167,509
7
$2.7B 1.88%
47,411,333
-16,510,468
8
$2.14B 1.49%
10,276,463
-576,515
9
$2.08B 1.45%
6,536,228
-58,900
10
$2B 1.39%
3,409,418
-27,716
11
$1.82B 1.27%
91,133,240
-1,423,840
12
$1.8B 1.25%
21,098,715
-420,691
13
$1.64B 1.14%
6,699,950
+261,748
14
$1.56B 1.08%
8,852,974
-115,405
15
$1.53B 1.06%
32,095,730
-1,558,410
16
$1.51B 1.05%
11,131,820
+23,044
17
$1.49B 1.04%
2,956,545
+24,684
18
$1.41B 0.98%
7,592,182
-594,434
19
$1.36B 0.95%
9,519,470
+181,343
20
$1.23B 0.86%
3,565,112
-403,932
21
$1.21B 0.84%
17,606,858
-920,622
22
$1.17B 0.81%
4,789,132
-998,101
23
$1.16B 0.81%
28,255,804
+1,087,937
24
$1.12B 0.78%
5,431,647
-67,697
25
$1.03B 0.72%
6,613,016
+661,400
1
2 3 4 5