Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings803 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 19.3M | $4.5B | 3.4% | $94.70 | +135.46% | 10 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 1.4M | $4.5B | 3.3% | $81.11 | +88.33% | 10 qtrssince 2018-Q4 | Increased 59 |
UNITEDHEALTH GROUP INC | 10.3M | $3.8B | 2.9% | $220.18 | +56.94% | 10 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 30.8M | $3.8B | 2.8% | $93.07 | +27.61% | 10 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 63.9M | $3.5B | 2.6% | $26.55 | +67.60% | 10 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.5M | $3.1B | 2.3% | $149.60 | +91.17% | 10 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 13.1M | $2.8B | 2.1% | $135.18 | +50.38% | 10 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 6.6M | $2B | 1.5% | $155.99 | +74.09% | 10 qtrssince 2018-Q4 | Increased 55 |
UNITED PARCEL SERVICE-CL B | 10.9M | $1.8B | 1.4% | $78.58 | +75.70% | 10 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 21.5M | $1.7B | 1.2% | $53.72 | +27.65% | 4 qtrssince 2020-Q2 | Decreased 0 |
WALT DISNEY CO/THE | 9M | $1.7B | 1.2% | $106.87 | +69.60% | 10 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.4M | $1.6B | 1.2% | $230.87 | +101.61% | 10 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 3.4M | $1.6B | 1.2% | $21.14 | +95.61% | 10 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 5.8M | $1.4B | 1.1% | $173.46 | +21.69% | 10 qtrssince 2018-Q4 | Increased 50 |
TE CONNECTIVITY LTD | 11.1M | $1.4B | 1.1% | $72.70 | +62.84% | 10 qtrssince 2018-Q4 | Increased 57 |
SALESFORCE.COM INC | 6.4M | $1.4B | 1.0% | $174.57 | +18.85% | 10 qtrssince 2018-Q4 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 2.9M | $1.3B | 1.0% | $227.47 | +96.00% | 10 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 8.2M | $1.3B | 1.0% | $82.75 | +79.42% | 10 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 9.3M | $1.2B | 0.9% | $52.95 | +121.70% | 10 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 2.3M | $1.2B | 0.9% | $4.13 | +210.92% | 10 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $134.1B across 803 positions as of Q1 2021. Top holdings: MSFT (3.4%), AMZN (3.3%), UNH (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 52 new positions, 40 exits, 326 increased. Top move: AMZN (INCREASED, conviction 59). Portfolio: $134.1B across 803 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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