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
$123B
AUM Growth
-$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$340M
2
+$243M
3
+$183M
4
TSLA icon
Tesla
TSLA
+$159M
5
SPOT icon
Spotify
SPOT
+$143M

Top Sells

1
+$438M
2
+$411M
3
+$300M
4
ADBE icon
Adobe
ADBE
+$283M
5
NEE icon
NextEra Energy
NEE
+$263M

Sector Composition

1 Technology 28.09%
2 Financials 13.74%
3 Healthcare 12.47%
4 Industrials 10.42%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.16B 4.18%
12,237,284
-523,015
2
$4.6B 3.73%
34,267,986
-3,263,893
3
$4.13B 3.34%
18,811,461
-1,109,880
4
$4B 3.24%
15,979,440
-64,999
5
$3.2B 2.59%
5,461,224
-233,536
6
$3.11B 2.52%
9,850,347
-454,242
7
$2.59B 2.1%
11,186,749
-1,060,275
8
$2.19B 1.78%
4,333,891
-366,532
9
$1.75B 1.41%
9,220,676
+231,364
10
$1.69B 1.37%
1,891,858
-336,453
11
$1.61B 1.3%
6,709,410
-555,410
12
$1.23B 0.99%
13,989,939
-137,930
13
$1.17B 0.95%
3,490,948
+10,084
14
$1.09B 0.88%
9,397,896
-328,365
15
$1.06B 0.86%
4,649,767
+397,185
16
$1.06B 0.86%
3,185,918
-192,114
17
$1.01B 0.82%
961,315
-45,565
18
$992M 0.8%
4,119,149
-98,353
19
$963M 0.78%
1,851,189
-242,394
20
$900M 0.73%
5,399,376
-720,843
21
$869M 0.7%
4,775,171
-334,911
22
$868M 0.7%
1,252,849
+33,603
23
$860M 0.7%
15,890,879
-3,391,483
24
$845M 0.68%
1,094,096
-67,578
25
$837M 0.68%
5,787,442
-261,871
1
2 3 4 5