Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings709 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.8M | $5.5B | 4.3% | $100.99 | +319.90% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 37.5M | $4.6B | 3.6% | $111.71 | +8.63% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 16M | $3.7B | 2.9% | $96.42 | +139.65% | 24 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 19.9M | $3.7B | 2.9% | $111.00 | +69.34% | 24 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 5.7M | $3.3B | 2.6% | $169.00 | +234.39% | 24 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 10.3M | $2.8B | 2.2% | $147.45 | +83.70% | 24 qtrssince 2018-Q4 | Increased 58 |
UNITEDHEALTH GROUP INC | 4.7M | $2.7B | 2.2% | $220.18 | +156.93% | 24 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 12.2M | $2.1B | 1.7% | $156.87 | +8.81% | 24 qtrssince 2018-Q4 | Increased 81 |
NETFLIX INC | 2.2M | $1.6B | 1.2% | $50.85 | +39.12% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 7.3M | $1.5B | 1.2% | $95.06 | +114.56% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9M | $1.5B | 1.2% | $146.51 | +11.34% | 24 qtrssince 2018-Q4 | Increased 63 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $1.3B | 1.0% | $310.95 | +96.75% | 24 qtrssince 2018-Q4 | Decreased 0 |
SEMPRA ENERGY | 14.1M | $1.2B | 0.9% | $61.75 | +29.66% | 24 qtrssince 2018-Q4 | Increased 47 |
RAYTHEON TECHNOLOGIES CORP | 9.7M | $1.2B | 0.9% | $54.49 | +114.80% | 18 qtrssince 2020-Q2 | Decreased 0 |
EATON CORP PLC | 3.4M | $1.1B | 0.9% | $136.78 | +136.58% | 24 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 26.3M | $1.1B | 0.9% | $26.69 | +38.19% | 24 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 4.3M | $1B | 0.8% | $168.96 | +40.37% | 24 qtrssince 2018-Q4 | Decreased 0 |
WW GRAINGER INC | 1M | $1B | 0.8% | $375.55 | +172.09% | 24 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 6.1M | $1B | 0.8% | $56.64 | +193.55% | 24 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.2M | $1B | 0.8% | $367.56 | +137.70% | 24 qtrssince 2018-Q4 | Increased 46 |
Clearbridge Investments, LLC manages $127.2B across 709 positions as of Q3 2024. Top holdings: MSFT (4.3%), NVDA (3.6%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 30 new positions, 53 exits, 252 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $127.2B across 709 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer