Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,051 positions
Microsoft Corp | 23.4M | $3.7B | 4.0% | $95.19 | +56.74% | 6 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 1.5M | $2.9B | 3.1% | $79.97 | +21.91% | 6 qtrssince 2018-Q4 | Increased 62 |
UnitedHealth Group Inc | 11.6M | $2.9B | 3.1% | $217.80 | +2.26% | 6 qtrssince 2018-Q4 | Decreased 0 |
Comcast Corp | 81.4M | $2.8B | 3.0% | $25.40 | +3.55% | 6 qtrssince 2018-Q4 | Increased 60 |
Apple Inc | 9.4M | $2.4B | 2.6% | $43.51 | +40.98% | 6 qtrssince 2018-Q4 | Increased 59 |
Visa Inc | 12.3M | $2B | 2.1% | $129.77 | +18.46% | 6 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 10.5M | $1.8B | 1.9% | $143.90 | +14.81% | 6 qtrssince 2018-Q4 | Decreased 0 |
Biogen Inc | 4.4M | $1.4B | 1.5% | $293.52 | +7.70% | 6 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc/The | 7.1M | $1.3B | 1.4% | $142.93 | +11.32% | 6 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc | 1.1M | $1.3B | 1.4% | $51.42 | +12.00% | 6 qtrssince 2018-Q4 | Decreased 0 |
Adobe Systems Inc | 3.8M | $1.2B | 1.3% | $228.57 | +39.30% | 6 qtrssince 2018-Q4 | Decreased 0 |
United Parcel Service Inc | 12.7M | $1.2B | 1.3% | $75.60 | -6.21% | 6 qtrssince 2018-Q4 | Decreased 0 |
Walt Disney Co/The | 11.9M | $1.2B | 1.2% | $107.94 | -13.23% | 6 qtrssince 2018-Q4 | Decreased 0 |
Zoetis Inc | 9.1M | $1.1B | 1.2% | $81.27 | +35.73% | 6 qtrssince 2018-Q4 | Decreased 0 |
| 10.7M | $1B | 1.1% | — | — | 6 qtrssince 2018-Q4 | Increased 81 | |
Broadcom Inc | 4.2M | $992.2M | 1.1% | $21.03 | -1.91% | 6 qtrssince 2018-Q4 | Increased 59 |
Thermo Fisher Scientific Inc | 3.4M | $966.2M | 1.0% | $226.60 | +22.98% | 6 qtrssince 2018-Q4 | Decreased 0 |
Honeywell International Inc | 6.9M | $926.2M | 1.0% | $113.96 | +1.59% | 6 qtrssince 2018-Q4 | Increased 51 |
Vertex Pharmaceuticals Inc | 3.8M | $914M | 1.0% | $165.71 | +43.59% | 6 qtrssince 2018-Q4 | Decreased 0 |
Merck & Co Inc | 11.6M | $894M | 1.0% | $57.51 | +4.29% | 6 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $92.3B across 1051 positions as of Q1 2020. Top holdings: MSFT (4.0%), AMZN (3.1%), UNH (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 52 new positions, 91 exits, 281 increased. Top move: UTX (INCREASED, conviction 81). Portfolio: $92.3B across 1051 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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