Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings687 positions
MICROSOFT CORP | 14.7M | $4.6B | 4.5% | $101.18 | +204.91% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 6.2M | $3.1B | 3.0% | $218.41 | +116.78% | 20 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 17.4M | $3B | 2.9% | $44.56 | +279.06% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 19.5M | $2.5B | 2.4% | $85.12 | +49.34% | 20 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORPORATION | 5.3M | $2.3B | 2.2% | $4.14 | +948.82% | 20 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 9.8M | $2.3B | 2.2% | $139.61 | +61.04% | 20 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 6M | $1.8B | 1.7% | $160.11 | +85.72% | 20 qtrssince 2018-Q4 | Increased 54 |
COMCAST CORP NEW | 34.8M | $1.5B | 1.5% | $25.53 | +43.56% | 20 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 1.8M | $1.5B | 1.4% | $21.19 | +279.39% | 20 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 7.8M | $1.1B | 1.1% | $94.77 | +43.25% | 20 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 2.8M | $1.1B | 1.0% | $51.08 | -26.07% | 20 qtrssince 2018-Q4 | Increased 53 |
VERTEX PHARMACEUTICALS INC | 2.9M | $1B | 1.0% | $189.73 | +83.28% | 20 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6.2M | $971M | 0.9% | $115.42 | +23.92% | 20 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 1.8M | $935.2M | 0.9% | $248.29 | +105.36% | 20 qtrssince 2018-Q4 | Increased 47 |
EATON CORP PLC | 4.4M | $928.1M | 0.9% | $136.78 | +50.20% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SVCS INC | 5.8M | $903.3M | 0.9% | $75.64 | +73.58% | 20 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.7M | $847.9M | 0.8% | $238.95 | +109.79% | 20 qtrssince 2018-Q4 | Increased 46 |
UNION PAC CORP | 4.1M | $840.7M | 0.8% | $162.68 | +17.16% | 20 qtrssince 2018-Q4 | Increased 72 |
SEMPRA | 12.2M | $826.9M | 0.8% | $55.01 | +12.56% | 20 qtrssince 2018-Q4 | Increased 72 |
BECTON DICKINSON & CO | 3.1M | $810.6M | 0.8% | $171.12 | +11.68% | 20 qtrssince 2018-Q4 | Increased 46 |
Clearbridge Investments, LLC manages $103.9B across 687 positions as of Q3 2023. Top holdings: MSFT (4.5%), UNH (3.0%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 33 new positions, 41 exits, 223 increased. Top move: UNP (INCREASED, conviction 72). Portfolio: $103.9B across 687 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
Verify source filings on SEC EDGAR