Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings702 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $4.5B | 3.9% | $100.99 | +273.10% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 34M | $3.7B | 3.2% | $111.71 | -1.85% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 18.5M | $3.5B | 3.1% | $111.00 | +73.62% | 26 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 14.9M | $3.3B | 2.9% | $96.42 | +128.98% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 9.2M | $3.2B | 2.8% | $147.45 | +134.99% | 26 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 5.2M | $3B | 2.6% | $169.00 | +240.49% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.1M | $2.1B | 1.9% | $220.18 | +129.72% | 26 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 10.2M | $1.7B | 1.5% | $156.12 | +6.21% | 26 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 1.7M | $1.6B | 1.4% | $50.85 | +83.67% | 26 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 6.3M | $1.5B | 1.3% | $95.06 | +150.33% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 8.8M | $1.4B | 1.2% | $147.61 | +4.26% | 26 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 8.7M | $1.2B | 1.0% | $54.49 | +137.28% | 20 qtrssince 2020-Q2 | Decreased 0 |
UNION PACIFIC CORP | 4.8M | $1.1B | 1.0% | $174.90 | +30.35% | 26 qtrssince 2018-Q4 | Increased 46 |
TRAVELERS COS INC/THE | 4.2M | $1.1B | 1.0% | $112.83 | +129.23% | 26 qtrssince 2018-Q4 | Increased 45 |
EATON CORP PLC | 3.6M | $981.2M | 0.9% | $152.08 | +75.64% | 26 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 5.9M | $974.7M | 0.9% | $118.04 | +35.65% | 26 qtrssince 2018-Q4 | Increased 46 |
WW GRAINGER INC | 956,973 | $945.3M | 0.8% | $375.55 | +159.69% | 26 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 7.6M | $900.6M | 0.8% | $92.26 | +23.37% | 26 qtrssince 2018-Q4 | Increased 46 |
SALESFORCE.COM INC | 3.4M | $900.2M | 0.8% | $192.45 | +39.37% | 26 qtrssince 2018-Q4 | Decreased 0 |
WILLIAMS COS INC | 14.9M | $892.7M | 0.8% | $17.41 | +231.67% | 26 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $114.5B across 702 positions as of Q1 2025. Top holdings: MSFT (3.9%), NVDA (3.2%), AMZN (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 41 new positions, 53 exits, 239 increased. Top move: ETN (INCREASED, conviction 51). Portfolio: $114.5B across 702 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