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
$114B
AUM Growth
-$8.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$487M
2
+$277M
3
+$163M
4
NVO icon
Novo Nordisk
NVO
+$163M
5
PLTR icon
Palantir
PLTR
+$144M

Top Sells

1
+$440M
2
+$302M
3
+$253M
4
ADBE icon
Adobe
ADBE
+$253M
5
V icon
Visa
V
+$245M

Sector Composition

1 Technology 25.42%
2 Financials 14.21%
3 Healthcare 13.09%
4 Industrials 10.57%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.46B 3.89%
11,871,342
-365,942
2
$3.68B 3.22%
33,964,365
-303,621
3
$3.52B 3.07%
18,480,765
-330,696
4
$3.31B 2.89%
14,888,644
-1,090,796
5
$3.21B 2.8%
9,152,602
-697,745
6
$2.99B 2.61%
5,185,927
-275,297
7
$2.14B 1.87%
4,082,788
-251,103
8
$1.7B 1.49%
10,165,095
-1,021,654
9
$1.58B 1.38%
16,896,030
-2,022,550
10
$1.54B 1.34%
6,267,625
-441,785
11
$1.35B 1.18%
8,758,809
-461,867
12
$1.15B 1.01%
8,707,774
-690,122
13
$1.13B 0.98%
4,770,184
+120,417
14
$1.1B 0.96%
4,153,683
+34,534
15
$981M 0.86%
3,609,633
+423,715
16
$975M 0.85%
5,877,556
+90,114
17
$945M 0.83%
956,973
-4,342
18
$901M 0.79%
7,572,596
+191,498
19
$900M 0.79%
3,354,521
-136,427
20
$893M 0.78%
14,938,320
-952,559
21
$892M 0.78%
1,915,917
+85,262
22
$855M 0.75%
2,448,191
+19,213
23
$853M 0.74%
11,947,355
-2,042,584
24
$841M 0.74%
1,269,798
+16,949
25
$841M 0.73%
1,017,687
-76,409
1
2 3 4 5