Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings760 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | 8.2M | $4.2B | 3.9% | $220.18 | +120.36% | 15 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 16.2M | $4.2B | 3.9% | $94.70 | +167.08% | 15 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 22.9M | $3.1B | 2.9% | $93.07 | +43.89% | 15 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 28.1M | $3B | 2.8% | $107.61 | +1.22% | 15 qtrssince 2018-Q4 | Increased 88 |
VISA INC-CLASS A SHARES | 13.2M | $2.6B | 2.4% | $139.61 | +36.51% | 15 qtrssince 2018-Q4 | Increased 55 |
RAYTHEON TECHNOLOGIES CORP | 19.6M | $1.9B | 1.8% | $53.72 | +63.51% | 9 qtrssince 2020-Q2 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 9.3M | $1.7B | 1.6% | $78.58 | +94.60% | 15 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 40.5M | $1.6B | 1.5% | $26.69 | +22.12% | 15 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.7M | $1.5B | 1.4% | $229.76 | +130.93% | 15 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9M | $1.5B | 1.4% | $151.73 | +7.30% | 15 qtrssince 2018-Q4 | Decreased 0 |
TE CONNECTIVITY LTD | 10.8M | $1.2B | 1.1% | $73.64 | +44.96% | 15 qtrssince 2018-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 4.2M | $1.2B | 1.1% | $186.28 | +50.50% | 15 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.4M | $1.2B | 1.1% | $21.07 | +116.00% | 15 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 7.5M | $1.1B | 1.1% | $16.26 | -4.53% | 15 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 6.5M | $1.1B | 1.0% | $82.75 | +97.27% | 15 qtrssince 2018-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 2.2M | $1.1B | 1.0% | $33.70 | +143.20% | 15 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6M | $1.1B | 1.0% | $109.06 | +46.21% | 15 qtrssince 2018-Q4 | Increased 47 |
SALESFORCE.COM INC | 5.7M | $948.7M | 0.9% | $184.28 | -8.53% | 15 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 29.9M | $931.8M | 0.9% | $23.08 | +21.80% | 15 qtrssince 2018-Q4 | Increased 48 |
ADOBE INC | 2.5M | $927.1M | 0.9% | $230.87 | +59.61% | 15 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $107.3B across 760 positions as of Q2 2022. Top holdings: UNH (3.9%), MSFT (3.9%), AAPL (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 30 new positions, 52 exits, 337 increased. Top move: AMZN (INCREASED, conviction 88). Portfolio: $107.3B across 760 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