Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings778 positions
Amazon.com, Inc. | 1.4M | $4.5B | 3.9% | $81.14 | +94.03% | 8 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 20.4M | $4.3B | 3.7% | $95.19 | +110.12% | 8 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 33.9M | $3.9B | 3.4% | $44.56 | +151.85% | 8 qtrssince 2018-Q4 | Increased 94 |
COMCAST CORP NEW | 76.9M | $3.6B | 3.1% | $25.40 | +40.17% | 8 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 11M | $3.4B | 3.0% | $218.41 | +28.56% | 8 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 10.7M | $2.8B | 2.4% | $148.20 | +75.04% | 8 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 12.6M | $2.5B | 2.2% | $131.18 | +45.91% | 8 qtrssince 2018-Q4 | Increased 55 |
UNITED PARCEL SERVICE INC | 12.2M | $2B | 1.7% | $75.64 | +70.05% | 8 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 3.6M | $1.8B | 1.5% | $230.87 | +111.95% | 8 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc. | 6.1M | $1.7B | 1.5% | $142.93 | +67.45% | 8 qtrssince 2018-Q4 | Decreased 0 |
Amgen Inc. | 5.9M | $1.5B | 1.3% | $172.34 | +22.63% | 8 qtrssince 2018-Q4 | Increased 53 |
SALESFORCE COM INC | 6M | $1.5B | 1.3% | $170.72 | +43.21% | 8 qtrssince 2018-Q4 | Increased 57 |
Zoetis Inc. | 8.8M | $1.5B | 1.3% | $82.75 | +87.88% | 8 qtrssince 2018-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 3.3M | $1.4B | 1.2% | $228.45 | +90.13% | 8 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc | 3.7M | $1.3B | 1.2% | $21.03 | +53.66% | 8 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 2.4M | $1.3B | 1.1% | $4.14 | +225.44% | 8 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 21.4M | $1.2B | 1.1% | $53.56 | -5.93% | 2 qtrssince 2020-Q2 | Decreased 0 |
Vertex Pharmaceuticals Incorporated | 4.5M | $1.2B | 1.0% | $182.03 | +49.49% | 8 qtrssince 2018-Q4 | Increased 54 |
DISNEY WALT CO | 9.4M | $1.2B | 1.0% | $107.94 | +11.45% | 8 qtrssince 2018-Q4 | Decreased 0 |
BIOGEN INC | 4M | $1.1B | 1.0% | $293.52 | -3.81% | 8 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $116.3B across 778 positions as of Q3 2020. Top holdings: AMZN (3.9%), MSFT (3.7%), AAPL (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 78 new positions, 273 exits, 229 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $116.3B across 778 positions.
Top holdings by portfolio weight
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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
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