Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings695 positions
MICROSOFT CORP | 14.9M | $5.1B | 4.6% | $101.18 | +228.16% | 19 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 18.5M | $3.6B | 3.2% | $44.56 | +328.87% | 19 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 6.3M | $3B | 2.7% | $218.41 | +105.86% | 19 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 19M | $2.5B | 2.2% | $84.05 | +55.10% | 19 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 10.4M | $2.5B | 2.2% | $139.61 | +65.96% | 19 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 5.8M | $2.4B | 2.2% | $4.14 | +919.87% | 19 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 1.9M | $1.6B | 1.5% | $21.19 | +294.07% | 19 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 5.6M | $1.6B | 1.4% | $150.29 | +89.14% | 19 qtrssince 2018-Q4 | Decreased 0 |
RTX CORPORATION | 16.2M | $1.6B | 1.4% | $53.72 | +70.58% | 13 qtrssince 2020-Q2 | Decreased 0 |
COMCAST CORP NEW | 37.2M | $1.5B | 1.4% | $25.53 | +33.59% | 19 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 2.6M | $1.2B | 1.1% | $51.78 | -14.93% | 19 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO. | 7.9M | $1.2B | 1.0% | $94.77 | +42.69% | 19 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6.8M | $1.1B | 1.0% | $115.42 | +30.74% | 19 qtrssince 2018-Q4 | Increased 56 |
VERTEX PHARMACEUTICALS INC | 3.2M | $1.1B | 1.0% | $189.73 | +85.48% | 19 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE INC | 6.2M | $1.1B | 1.0% | $75.64 | +97.82% | 19 qtrssince 2018-Q4 | Decreased 0 |
EATON CORP PLC | 4.9M | $982.9M | 0.9% | $136.78 | +41.06% | 19 qtrssince 2018-Q4 | Decreased 0 |
GRAINGER W W INC | 1.2M | $934.6M | 0.8% | $260.72 | +194.21% | 19 qtrssince 2018-Q4 | Decreased 0 |
TE CONNECTIVITY LTD | 6.6M | $922M | 0.8% | $74.51 | +78.77% | 19 qtrssince 2018-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 3.6M | $917.5M | 0.8% | $34.30 | +272.46% | 19 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING N V | 1.2M | $863M | 0.8% | $392.64 | +79.65% | 19 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $110.8B across 695 positions as of Q2 2023. Top holdings: MSFT (4.6%), AAPL (3.2%), UNH (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 27 new positions, 43 exits, 298 increased. Top move: JNJ (INCREASED, conviction 56). Portfolio: $110.8B across 695 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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