Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,051 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 23.4M | $3.7B | 4.0% | $94.70 | +61.09% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 1.5M | $2.9B | 3.1% | $79.11 | +24.12% | 6 qtrssince 2018-Q4 | Increased 62 |
UNITEDHEALTH GROUP INC | 11.6M | $2.9B | 3.1% | $219.58 | +4.22% | 6 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 81.4M | $2.8B | 3.0% | $26.55 | +5.83% | 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-CLASS A SHARES | 12.3M | $2B | 2.1% | $129.77 | +18.46% | 6 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.5M | $1.8B | 1.9% | $145.71 | +13.10% | 6 qtrssince 2018-Q4 | Decreased 0 |
BIOGEN IDEC INC | 4.4M | $1.4B | 1.5% | $293.52 | +7.70% | 6 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 7.1M | $1.3B | 1.4% | $145.00 | +17.76% | 6 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 1.1M | $1.3B | 1.4% | $51.60 | +10.29% | 6 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.8M | $1.2B | 1.3% | $228.57 | +39.30% | 6 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 12.7M | $1.2B | 1.3% | $78.54 | -0.96% | 6 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 11.9M | $1.2B | 1.2% | $106.87 | -8.77% | 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% | $21.14 | -0.63% | 6 qtrssince 2018-Q4 | Increased 59 |
THERMO FISHER SCIENTIFIC INC | 3.4M | $966.2M | 1.0% | $225.76 | +24.37% | 6 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTL INC | 6.9M | $926.2M | 1.0% | $109.10 | +0.98% | 6 qtrssince 2018-Q4 | Increased 51 |
VERTEX PHARMACEUTICALS INC | 3.8M | $914M | 1.0% | $161.42 | +43.67% | 6 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 11.6M | $894M | 1.0% | $57.90 | +5.73% | 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 Rating: 3/5.0.
Active quarter - 52 new positions, 91 exits, 281 increased. Top move: UTX (INCREASED, conviction 81). Portfolio: $92.3B across 1051 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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