Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings711 positions
MICROSOFT CORP | 15.8M | $4.6B | 4.4% | $101.18 | +177.21% | 18 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 18.9M | $3.1B | 3.0% | $44.56 | +264.09% | 18 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 6.5M | $3.1B | 2.9% | $218.41 | +101.58% | 18 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 11M | $2.5B | 2.4% | $139.61 | +57.25% | 18 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 20.3M | $2.1B | 2.0% | $84.05 | +22.89% | 18 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 6.4M | $1.8B | 1.7% | $4.14 | +569.61% | 18 qtrssince 2018-Q4 | Decreased 0 |
RTX CORPORATION | 16.7M | $1.6B | 1.6% | $53.72 | +69.48% | 12 qtrssince 2020-Q2 | Decreased 0 |
COMCAST CORP NEW | 38.5M | $1.5B | 1.4% | $25.53 | +20.96% | 18 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.2M | $1.4B | 1.3% | $21.19 | +189.91% | 18 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 6.6M | $1.4B | 1.3% | $150.29 | +39.69% | 18 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SVCS INC | 6.7M | $1.3B | 1.2% | $75.64 | +112.05% | 18 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 8.2M | $1.1B | 1.0% | $94.77 | +26.85% | 18 qtrssince 2018-Q4 | Increased 56 |
TE CONNECTIVITY LTD | 8.1M | $1.1B | 1.0% | $74.51 | +66.01% | 18 qtrssince 2018-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 3.3M | $1.1B | 1.0% | $189.73 | +66.06% | 18 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.8M | $1B | 1.0% | $230.69 | +147.10% | 18 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6.1M | $947.6M | 0.9% | $111.60 | +25.67% | 18 qtrssince 2018-Q4 | Decreased 0 |
EATON CORP PLC | 5.5M | $935.6M | 0.9% | $136.78 | +19.57% | 18 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 2.5M | $880.8M | 0.8% | $52.07 | -33.65% | 18 qtrssince 2018-Q4 | Decreased 0 |
WW GRAINGER INC | 1.3M | $868.6M | 0.8% | $260.72 | +156.26% | 18 qtrssince 2018-Q4 | Decreased 0 |
MONSTER BEVERAGE CORP NEW | 15.9M | $859.6M | 0.8% | $32.76 | +64.87% | 13 qtrssince 2020-Q1 | Increased 70 |
Clearbridge Investments, LLC manages $104.7B across 711 positions as of Q1 2023. Top holdings: MSFT (4.4%), AAPL (3.0%), UNH (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 26 new positions, 50 exits, 298 increased. Top move: MNST (INCREASED, conviction 70). Portfolio: $104.7B across 711 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
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