Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,090 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 24.6M | $3.9B | 3.3% | $94.70 | +58.00% | 5 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 79.8M | $3.6B | 3.0% | $26.52 | +34.23% | 5 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 12.3M | $3.6B | 3.0% | $219.58 | +21.36% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 1.4M | $2.7B | 2.2% | $78.07 | +18.28% | 5 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 8.7M | $2.6B | 2.2% | $42.24 | +67.28% | 5 qtrssince 2018-Q4 | Increased 61 |
VISA INC-CLASS A SHARES | 12.3M | $2.4B | 2.0% | $129.77 | +37.95% | 5 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC-CLASS A | 10.6M | $2.2B | 1.8% | $145.71 | +39.31% | 5 qtrssince 2018-Q4 | Increased 51 |
WALT DISNEY CO/THE | 12M | $1.8B | 1.5% | $106.87 | +31.43% | 5 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 11.3M | $1.6B | 1.4% | $105.80 | +16.00% | 5 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 6.9M | $1.5B | 1.3% | $144.20 | +30.35% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $1.5B | 1.3% | $51.60 | +28.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
BIOGEN IDEC INC | 5.1M | $1.5B | 1.3% | $293.52 | +0.85% | 5 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 12.8M | $1.5B | 1.2% | $78.54 | +16.71% | 5 qtrssince 2018-Q4 | Increased 53 |
ADOBE INC | 4M | $1.4B | 1.1% | $228.57 | +43.65% | 5 qtrssince 2018-Q4 | Increased 51 |
ZOETIS INC | 9.2M | $1.2B | 1.0% | $81.27 | +52.42% | 5 qtrssince 2018-Q4 | Increased 51 |
HONEYWELL INTL INC | 6.8M | $1.2B | 1.0% | $109.08 | +34.52% | 5 qtrssince 2018-Q4 | Increased 50 |
BROADCOM INC | 3.5M | $1.1B | 0.9% | $21.17 | +27.41% | 5 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 12.1M | $1.1B | 0.9% | $57.90 | +24.06% | 5 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 3.4M | $1.1B | 0.9% | $225.76 | +41.76% | 5 qtrssince 2018-Q4 | Increased 45 |
ANHEUSER-BUSCH INBEV-SPN ADR | 13.1M | $1.1B | 0.9% | $64.95 | +15.77% | 5 qtrssince 2018-Q4 | Increased 45 |
Clearbridge Investments, LLC manages $120.7B across 1090 positions as of Q4 2019. Top holdings: MSFT (3.3%), CMCSA (3.0%), UNH (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 72 new positions, 90 exits, 375 increased. Top move: AMZN (INCREASED, conviction 63). Portfolio: $120.7B across 1090 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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