Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings747 positions
MICROSOFT CORP | 14.3M | $6B | 4.8% | $101.18 | +307.86% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 4.2M | $3.8B | 3.0% | $4.14 | +2078.89% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 19.3M | $3.5B | 2.8% | $85.83 | +110.15% | 22 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC | 6M | $2.9B | 2.3% | $167.61 | +187.26% | 22 qtrssince 2018-Q4 | Increased 56 |
VISA INC | 9.7M | $2.7B | 2.1% | $139.61 | +96.18% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 15.6M | $2.7B | 2.1% | $44.56 | +280.64% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.3M | $2.6B | 2.1% | $218.41 | +114.27% | 22 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 1.2M | $1.6B | 1.3% | $21.19 | +510.79% | 22 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 2.6M | $1.6B | 1.2% | $51.08 | +18.90% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 7.6M | $1.5B | 1.2% | $94.77 | +100.55% | 22 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP NEW | 30.4M | $1.3B | 1.0% | $25.53 | +42.22% | 22 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.2M | $1.3B | 1.0% | $311.23 | +85.20% | 22 qtrssince 2018-Q4 | Increased 50 |
ASML HLDG NV | 1.2M | $1.2B | 0.9% | $405.20 | +134.64% | 22 qtrssince 2018-Q4 | Decreased 0 |
WW GRAINGER INC | 1.1M | $1.2B | 0.9% | $375.55 | +165.32% | 22 qtrssince 2018-Q4 | Increased 52 |
EATON CORP PLC | 3.7M | $1.1B | 0.9% | $136.78 | +121.78% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNION PAC CORP | 4.4M | $1.1B | 0.9% | $166.95 | +39.38% | 22 qtrssince 2018-Q4 | Increased 48 |
RTX CORPORATION | 10.9M | $1.1B | 0.8% | $54.49 | +70.96% | 16 qtrssince 2020-Q2 | Increased 46 |
VERTEX PHARMACEUTICALS INC | 2.4M | $1B | 0.8% | $189.73 | +120.32% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SVCS INC | 6.7M | $991.6M | 0.8% | $82.94 | +54.42% | 22 qtrssince 2018-Q4 | Increased 48 |
TRAVELERS COMPANIES INC | 4.3M | $990.5M | 0.8% | $111.61 | +100.17% | 22 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $126.1B across 747 positions as of Q1 2024. Top holdings: MSFT (4.8%), NVDA (3.0%), AMZN (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 43 new positions, 40 exits, 307 increased. Top move: META (INCREASED, conviction 56). Portfolio: $126.1B across 747 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR