Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings778 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 1.4M | $4.5B | 3.9% | $80.22 | +96.00% | 8 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 20.4M | $4.3B | 3.7% | $94.70 | +109.45% | 8 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 33.9M | $3.9B | 3.4% | $93.07 | +20.60% | 8 qtrssince 2018-Q4 | Increased 94 |
COMCAST CORP-CLASS A | 76.9M | $3.6B | 3.1% | $26.55 | +39.46% | 8 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 11M | $3.4B | 3.0% | $220.18 | +26.87% | 8 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.7M | $2.8B | 2.4% | $149.60 | +73.77% | 8 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.6M | $2.5B | 2.2% | $131.18 | +45.91% | 8 qtrssince 2018-Q4 | Increased 55 |
UNITED PARCEL SERVICE-CL B | 12.2M | $2B | 1.7% | $78.58 | +73.39% | 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% | $145.00 | +65.24% | 8 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 5.9M | $1.5B | 1.3% | $173.35 | +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% | $227.47 | +88.36% | 8 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 3.7M | $1.3B | 1.2% | $21.14 | +53.66% | 8 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 2.4M | $1.3B | 1.1% | $4.13 | +219.15% | 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 INC | 4.5M | $1.2B | 1.0% | $177.85 | +51.99% | 8 qtrssince 2018-Q4 | Increased 54 |
WALT DISNEY CO/THE | 9.4M | $1.2B | 1.0% | $106.87 | +14.63% | 8 qtrssince 2018-Q4 | Decreased 0 |
BIOGEN IDEC 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 Rating: 3/5.0.
Active quarter - 77 new positions, 272 exits, 229 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $116.3B across 778 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