Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings1,123 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | 14.2M | $3.5B | 3.6% | $219.58 | 0.00% | 1 qtr | New 88 |
COMCAST CORP-CLASS A | 92.3M | $3.1B | 3.2% | $26.52 | 0.00% | 1 qtr | New 88 |
BIOGEN IDEC INC | 8.7M | $2.6B | 2.7% | $293.52 | 0.00% | 1 qtr | New 83 |
MICROSOFT CORP | 24.1M | $2.4B | 2.5% | $93.93 | 0.00% | 1 qtr | New 83 |
AMAZON.COM INC | 1.1M | $1.6B | 1.6% | $73.90 | 0.00% | 1 qtr | New 73 |
VISA INC-CLASS A SHARES | 10.5M | $1.4B | 1.4% | $124.91 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL C | 1.2M | $1.2B | 1.3% | $51.47 | 0.00% | 1 qtr | New 73 |
JOHNSON & JOHNSON | 9.6M | $1.2B | 1.3% | $104.55 | 0.00% | 1 qtr | New 73 |
HOME DEPOT INC | 7M | $1.2B | 1.2% | $143.32 | 0.00% | 1 qtr | New 73 |
APPLE INC | 7.4M | $1.2B | 1.2% | $37.39 | 0.00% | 1 qtr | New 73 |
BROADCOM INC | 4.5M | $1.2B | 1.2% | $21.01 | 0.00% | 1 qtr | New 73 |
ALLERGAN PLC | 8.4M | $1.1B | 1.1% | — | — | 1 qtr | New 73 |
WALT DISNEY CO/THE | 9.8M | $1.1B | 1.1% | $103.57 | 0.00% | 1 qtr | New 73 |
TE CONNECTIVITY LTD | 13.6M | $1B | 1.0% | $66.37 | 0.00% | 1 qtr | New 73 |
AUTODESK INC | 8M | $1B | 1.0% | $127.23 | 0.00% | 1 qtr | New 73 |
MERCK & CO. INC. | 13.3M | $1B | 1.0% | $57.90 | 0.00% | 1 qtr | New 73 |
SEAGATE TECHNOLOGY PLC | 25.9M | $999.8M | 1.0% | $29.39 | 0.00% | 1 qtr | New 73 |
ARKO Petroleum Corp. | 22.7M | $994.6M | 1.0% | — | — | 1 qtr | New 73 |
META PLATFORMS INC-CLASS A | 7.5M | $985.5M | 1.0% | $132.28 | 0.00% | 1 qtr | New 62 |
ORACLE CORP | 20.4M | $922.5M | 0.9% | $40.29 | 0.00% | 1 qtr | New 62 |
Clearbridge Investments, LLC manages $98.9B across 1123 positions as of Q4 2018. Top holdings: UNH (3.6%), CMCSA (3.2%), BIIB (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 1120 new positions, 0 exits, 0 increased. Top move: UNH (NEW, conviction 88). Portfolio: $98.9B across 1123 positions.
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Behavioral investing profile
Position Outcomes
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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