Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings823 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 1.5M | $5B | 3.5% | $82.14 | +109.90% | 11 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 18.5M | $5B | 3.5% | $94.70 | +176.26% | 11 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 30.2M | $4.1B | 2.9% | $93.07 | +43.32% | 11 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 9.5M | $3.8B | 2.7% | $220.18 | +67.87% | 11 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.6M | $3.7B | 2.6% | $151.73 | +130.32% | 11 qtrssince 2018-Q4 | Increased 55 |
VISA INC-CLASS A SHARES | 13M | $3B | 2.1% | $135.18 | +66.31% | 11 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 47.4M | $2.7B | 1.9% | $26.55 | +73.13% | 11 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 10.3M | $2.1B | 1.5% | $78.58 | +117.33% | 11 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 6.5M | $2.1B | 1.5% | $155.99 | +82.71% | 11 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.4M | $2B | 1.4% | $230.87 | +155.88% | 11 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 2.3M | $1.8B | 1.3% | $4.13 | +383.81% | 11 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 21.1M | $1.8B | 1.3% | $53.72 | +41.78% | 5 qtrssince 2020-Q2 | Decreased 0 |
SALESFORCE.COM INC | 6.7M | $1.6B | 1.1% | $177.24 | +37.03% | 11 qtrssince 2018-Q4 | Increased 52 |
WALT DISNEY CO/THE | 8.9M | $1.6B | 1.1% | $106.87 | +59.00% | 11 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 3.2M | $1.5B | 1.1% | $21.07 | +106.02% | 11 qtrssince 2018-Q4 | Decreased 0 |
TE CONNECTIVITY LTD | 11.1M | $1.5B | 1.0% | $72.81 | +73.05% | 11 qtrssince 2018-Q4 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 3M | $1.5B | 1.0% | $229.76 | +118.56% | 11 qtrssince 2018-Q4 | Increased 51 |
ZOETIS INC | 7.6M | $1.4B | 1.0% | $82.75 | +112.64% | 11 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 9.5M | $1.4B | 0.9% | $54.40 | +137.72% | 11 qtrssince 2018-Q4 | Increased 46 |
BIOGEN IDEC INC | 3.6M | $1.2B | 0.9% | $291.89 | +18.44% | 11 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $143.7B across 823 positions as of Q2 2021. Top holdings: AMZN (3.5%), MSFT (3.5%), AAPL (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 67 new positions, 47 exits, 329 increased. Top move: AMZN (INCREASED, conviction 59). Portfolio: $143.7B across 823 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