Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings747 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 14.3M | $6B | 4.8% | $100.99 | +311.25% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 4.2M | $3.8B | 3.0% | $16.26 | +455.54% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 19.3M | $3.5B | 2.8% | $108.63 | +66.04% | 22 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 6M | $2.9B | 2.3% | $169.00 | +185.63% | 22 qtrssince 2018-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 9.7M | $2.7B | 2.1% | $139.61 | +96.18% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 15.6M | $2.7B | 2.1% | $93.07 | +82.27% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.3M | $2.6B | 2.1% | $220.18 | +116.75% | 22 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 1.2M | $1.6B | 1.3% | $21.23 | +510.78% | 22 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 2.6M | $1.6B | 1.2% | $50.85 | +19.43% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 7.6M | $1.5B | 1.2% | $95.06 | +101.86% | 22 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 30.4M | $1.3B | 1.0% | $26.69 | +41.68% | 22 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.2M | $1.3B | 1.0% | $310.95 | +85.87% | 22 qtrssince 2018-Q4 | Increased 50 |
ASML HOLDING NV-NY REG SHS | 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 PACIFIC CORP | 4.4M | $1.1B | 0.9% | $168.96 | +39.81% | 22 qtrssince 2018-Q4 | Increased 48 |
RAYTHEON TECHNOLOGIES CORP | 10.9M | $1.1B | 0.8% | $54.49 | +70.96% | 16 qtrssince 2020-Q2 | Increased 46 |
VERTEX PHARMACEUTICALS INC | 2.4M | $1B | 0.8% | $186.28 | +124.40% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 6.7M | $991.6M | 0.8% | $86.31 | +55.43% | 22 qtrssince 2018-Q4 | Increased 48 |
TRAVELERS COS INC/THE | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 42 new positions, 39 exits, 307 increased. Top move: META (INCREASED, conviction 56). Portfolio: $126.1B across 747 positions.
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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