ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$490M
2
+$467M
3
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

1
+$625M
2
+$615M
3
+$497M
4
NVO icon
Novo Nordisk
NVO
+$429M
5
LLY icon
Eli Lilly
LLY
+$401M

Sector Composition

1 Technology 28.55%
2 Financials 11.93%
3 Industrials 10.96%
4 Healthcare 9.86%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.58B 4.96%
35,292,101
+272,593
2
$6.16B 4.64%
11,890,252
-19,456
3
$4.02B 3.03%
18,328,890
+136,474
4
$3.94B 2.97%
5,362,298
-172,450
5
$3.9B 2.93%
15,299,452
+189,988
6
$3.47B 2.61%
10,517,921
-483,611
7
$2.59B 1.95%
10,655,696
+1,395,830
8
$2.57B 1.94%
7,539,235
-669,462
9
$1.95B 1.47%
16,269,110
-70,100
10
$1.52B 1.14%
4,815,748
-489,563
11
$1.29B 0.97%
4,590,631
+1,780,729
12
$1.26B 0.95%
3,368,621
+3,603
13
$1.21B 0.91%
2,719,179
+211,663
14
$1.2B 0.9%
7,151,051
-547,622
15
$1.19B 0.9%
4,273,688
+2,002,549
16
$1.19B 0.9%
5,859,097
+604,209
17
$1.15B 0.87%
5,232,261
-185,676
18
$1.15B 0.86%
2,411,888
+77,503
19
$1.12B 0.85%
1,160,166
-104,347
20
$1.11B 0.84%
17,577,356
+5,017,333
21
$1.09B 0.82%
21,628,289
+3,722,784
22
$1.06B 0.8%
9,377,556
-18,112
23
$1.04B 0.78%
2,645,764
+1,117,900
24
$989M 0.75%
5,335,692
-49,991
25
$983M 0.74%
10,926,600
-1,334,744
1
2 3 4 5