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
$111B
AUM Growth
+$6.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$356M
2
+$158M
3
+$156M
4
PINS icon
Pinterest
PINS
+$148M
5
LRCX icon
Lam Research
LRCX
+$134M

Top Sells

1
+$305M
2
+$294M
3
+$288M
4
META icon
Meta Platforms (Facebook)
META
+$279M
5
NVDA icon
NVIDIA
NVDA
+$250M

Sector Composition

1 Technology 27.35%
2 Healthcare 16.35%
3 Industrials 11.24%
4 Financials 11.14%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.08B 4.58%
14,916,569
-895,293
2
$3.6B 3.25%
18,547,509
-346,346
3
$3.02B 2.73%
6,289,205
-239,069
4
$2.48B 2.24%
19,042,247
-1,297,672
5
$2.47B 2.23%
10,409,412
-620,564
6
$2.44B 2.2%
57,622,850
-5,917,710
7
$1.62B 1.46%
18,645,890
-3,325,790
8
$1.6B 1.45%
5,592,523
-970,856
9
$1.59B 1.44%
16,243,792
-463,434
10
$1.55B 1.4%
37,237,289
-1,224,232
11
$1.16B 1.05%
2,644,529
+94,972
12
$1.15B 1.04%
7,926,898
-310,818
13
$1.12B 1.01%
6,770,531
+657,051
14
$1.11B 1%
3,151,422
-186,319
15
$1.1B 0.99%
6,150,338
-587,227
16
$983M 0.89%
4,887,803
-572,753
17
$935M 0.84%
1,185,146
-75,829
18
$922M 0.83%
6,578,063
-1,528,247
19
$918M 0.83%
7,181,992
-522,554
20
$863M 0.78%
1,190,791
-10,354
21
$856M 0.77%
7,415,773
-129,465
22
$851M 0.77%
1,739,525
+22,034
23
$847M 0.76%
1,623,922
-156,773
24
$847M 0.76%
11,631,454
+424,466
25
$843M 0.76%
7,079,897
-1,768,826
1
2 3 4 5