Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings736 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 17M | $4B | 4.0% | $100.99 | +129.04% | 16 qtrssince 2018-Q4 | Increased 61 |
UNITEDHEALTH GROUP INC | 7.7M | $3.9B | 3.9% | $220.18 | +118.10% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 27.5M | $3.1B | 3.1% | $107.61 | +6.68% | 16 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 22M | $3B | 3.1% | $93.07 | +45.65% | 16 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.8M | $2.3B | 2.3% | $139.61 | +23.39% | 16 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 18.6M | $1.5B | 1.5% | $53.72 | +40.07% | 10 qtrssince 2020-Q2 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 8.4M | $1.3B | 1.4% | $78.58 | +78.95% | 16 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.6M | $1.3B | 1.3% | $229.76 | +122.73% | 16 qtrssince 2018-Q4 | Decreased 0 |
TE CONNECTIVITY LTD | 11M | $1.2B | 1.2% | $74.51 | +43.42% | 16 qtrssince 2018-Q4 | Increased 52 |
COMCAST CORP-CLASS A | 39.7M | $1.2B | 1.2% | $26.69 | -4.89% | 16 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 8.4M | $1.1B | 1.2% | $151.73 | -10.72% | 16 qtrssince 2018-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 3.9M | $1.1B | 1.1% | $186.28 | +57.18% | 16 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.4M | $1.1B | 1.1% | $21.31 | +100.28% | 16 qtrssince 2018-Q4 | Increased 51 |
PALO ALTO NETWORKS INC | 6.4M | $1B | 1.1% | $65.47 | +26.45% | 16 qtrssince 2018-Q4 | Increased 81 |
JOHNSON & JOHNSON | 6M | $984.8M | 1.0% | $109.49 | +36.29% | 16 qtrssince 2018-Q4 | Increased 45 |
BANK OF AMERICA CORP | 30.9M | $933.1M | 0.9% | $23.36 | +20.62% | 16 qtrssince 2018-Q4 | Increased 46 |
ZOETIS INC | 6.2M | $926.7M | 0.9% | $82.75 | +70.50% | 16 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 7.1M | $861.7M | 0.9% | $16.26 | -24.95% | 16 qtrssince 2018-Q4 | Decreased 0 |
EATON CORP PLC | 6.2M | $831.6M | 0.8% | $136.78 | -7.86% | 16 qtrssince 2018-Q4 | Decreased 0 |
MONSTER BEVERAGE CORP | 9.4M | $820.1M | 0.8% | $32.76 | +32.73% | 11 qtrssince 2020-Q1 | Decreased 0 |
Clearbridge Investments, LLC manages $99.2B across 736 positions as of Q3 2022. Top holdings: MSFT (4.0%), UNH (3.9%), AMZN (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 21 new positions, 45 exits, 325 increased. Top move: PANW (INCREASED, conviction 81). Portfolio: $99.2B across 736 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