Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings760 positions
UnitedHealth Group Inc | 8.2M | $4.2B | 3.9% | $218.41 | +116.96% | 15 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp | 16.2M | $4.2B | 3.9% | $95.19 | +160.55% | 15 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 22.9M | $3.1B | 2.9% | $44.56 | +200.50% | 15 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 28.1M | $3B | 2.8% | $84.05 | +26.37% | 15 qtrssince 2018-Q4 | Increased 88 |
Visa Inc | 13.2M | $2.6B | 2.4% | $139.61 | +36.51% | 15 qtrssince 2018-Q4 | Increased 55 |
United Technologies Corp | 19.6M | $1.9B | 1.8% | $53.72 | +63.51% | 9 qtrssince 2020-Q2 | Decreased 0 |
United Parcel Service Inc | 9.3M | $1.7B | 1.6% | $75.64 | +94.50% | 15 qtrssince 2018-Q4 | Decreased 0 |
Comcast Corp | 40.5M | $1.6B | 1.5% | $25.53 | +22.31% | 15 qtrssince 2018-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 2.7M | $1.5B | 1.4% | $230.69 | +132.52% | 15 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 9M | $1.5B | 1.4% | $150.29 | +6.28% | 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% | $189.73 | +48.52% | 15 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc | 2.4M | $1.2B | 1.1% | $21.03 | +116.00% | 15 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp | 7.5M | $1.1B | 1.1% | $4.14 | +265.17% | 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% | $34.30 | +140.01% | 15 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 6M | $1.1B | 1.0% | $108.47 | +45.10% | 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% | $22.96 | +21.80% | 15 qtrssince 2018-Q4 | Increased 48 |
Adobe Systems 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 30 new positions, 53 exits, 339 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR