Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings786 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 18M | $5.1B | 3.6% | $94.70 | +189.64% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 1.5M | $4.8B | 3.4% | $82.89 | +99.13% | 12 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 29.4M | $4.2B | 3.0% | $93.07 | +48.30% | 12 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 9.5M | $3.7B | 2.7% | $220.18 | +69.43% | 12 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.4M | $3.5B | 2.5% | $151.73 | +122.28% | 12 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.7M | $2.8B | 2.0% | $135.18 | +58.65% | 12 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 45.8M | $2.6B | 1.8% | $26.55 | +72.00% | 12 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 6.2M | $2B | 1.5% | $155.99 | +94.42% | 12 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 7.1M | $1.9B | 1.4% | $182.35 | +46.56% | 12 qtrssince 2018-Q4 | Increased 53 |
ADOBE INC | 3.3M | $1.9B | 1.3% | $230.87 | +150.23% | 12 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 10.1M | $1.8B | 1.3% | $78.58 | +94.41% | 12 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 8.8M | $1.8B | 1.3% | $16.26 | +25.92% | 12 qtrssince 2018-Q4 | Increased 81 |
RAYTHEON TECHNOLOGIES CORP | 21M | $1.8B | 1.3% | $53.72 | +43.72% | 6 qtrssince 2020-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.9M | $1.7B | 1.2% | $229.76 | +149.37% | 12 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 3.2M | $1.5B | 1.1% | $21.07 | +111.05% | 12 qtrssince 2018-Q4 | Decreased 0 |
TE CONNECTIVITY LTD | 11.2M | $1.5B | 1.1% | $73.17 | +77.32% | 12 qtrssince 2018-Q4 | Increased 50 |
WALT DISNEY CO/THE | 8.4M | $1.4B | 1.0% | $106.87 | +57.86% | 12 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 7.3M | $1.4B | 1.0% | $82.75 | +121.80% | 12 qtrssince 2018-Q4 | Decreased 0 |
| 3.5M | $1.4B | 1.0% | — | — | 12 qtrssince 2018-Q4 | Decreased 0 | |
PALO ALTO NETWORKS INC | 2.7M | $1.3B | 0.9% | $33.70 | +133.94% | 12 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $140.3B across 786 positions as of Q3 2021. Top holdings: MSFT (3.6%), AMZN (3.4%), AAPL (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 35 new positions, 72 exits, 279 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $140.3B across 786 positions.
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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