Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings783 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 16.5M | $5.1B | 3.8% | $94.70 | +221.34% | 14 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 1.4M | $4.7B | 3.5% | $83.17 | +99.96% | 14 qtrssince 2018-Q4 | Increased 59 |
UNITEDHEALTH GROUP INC | 8.6M | $4.4B | 3.3% | $220.18 | +121.75% | 14 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 23.3M | $4.1B | 3.1% | $93.07 | +83.50% | 14 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 13.1M | $2.9B | 2.2% | $139.08 | +54.05% | 14 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.6M | $2.1B | 1.6% | $151.73 | +49.13% | 14 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 7.5M | $2B | 1.5% | $16.26 | +70.03% | 14 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 9.4M | $2B | 1.5% | $78.58 | +134.56% | 14 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 42.4M | $2B | 1.5% | $26.69 | +47.26% | 14 qtrssince 2018-Q4 | Increased 51 |
RAYTHEON TECHNOLOGIES CORP | 19.7M | $2B | 1.5% | $53.72 | +67.54% | 8 qtrssince 2020-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.8M | $1.6B | 1.2% | $229.76 | +156.30% | 14 qtrssince 2018-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 2.5M | $1.6B | 1.2% | $33.70 | +204.50% | 14 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 7.3M | $1.6B | 1.2% | $184.28 | +15.24% | 14 qtrssince 2018-Q4 | Increased 50 |
BROADCOM INC | 2.5M | $1.5B | 1.2% | $21.07 | +177.67% | 14 qtrssince 2018-Q4 | Decreased 0 |
TE CONNECTIVITY LTD | 11.1M | $1.5B | 1.1% | $73.64 | +70.76% | 14 qtrssince 2018-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 5.2M | $1.3B | 1.0% | $186.28 | +37.71% | 14 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 2.8M | $1.3B | 1.0% | $230.87 | +99.27% | 14 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 6.6M | $1.2B | 0.9% | $82.75 | +116.06% | 14 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 28.2M | $1.2B | 0.9% | $22.78 | +62.51% | 14 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 8.1M | $1.1B | 0.8% | $106.87 | +28.86% | 14 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $133.1B across 783 positions as of Q1 2022. Top holdings: MSFT (3.8%), AMZN (3.5%), UNH (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 44 new positions, 48 exits, 325 increased. Top move: AMZN (INCREASED, conviction 59). Portfolio: $133.1B across 783 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