Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings791 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 1.4M | $4.6B | 3.6% | $80.22 | +104.79% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 19.5M | $4.3B | 3.4% | $94.70 | +124.61% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 32.8M | $4.3B | 3.4% | $93.07 | +38.41% | 9 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 71M | $3.7B | 2.9% | $26.55 | +55.39% | 9 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 10.5M | $3.7B | 2.9% | $220.18 | +44.43% | 9 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 13.3M | $2.9B | 2.2% | $135.18 | +55.11% | 9 qtrssince 2018-Q4 | Increased 58 |
META PLATFORMS INC-CLASS A | 10.6M | $2.9B | 2.2% | $149.60 | +80.46% | 9 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 11.4M | $1.9B | 1.5% | $78.58 | +72.10% | 9 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.5M | $1.8B | 1.4% | $230.87 | +115.47% | 9 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 9.2M | $1.7B | 1.3% | $106.87 | +65.61% | 9 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 6M | $1.6B | 1.2% | $145.00 | +61.96% | 9 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 21.7M | $1.6B | 1.2% | $53.72 | +17.42% | 3 qtrssince 2020-Q2 | Increased 51 |
BROADCOM INC | 3.5M | $1.5B | 1.2% | $21.14 | +85.02% | 9 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 3.1M | $1.5B | 1.1% | $227.47 | +100.34% | 9 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 9.4M | $1.4B | 1.1% | $52.95 | +154.30% | 9 qtrssince 2018-Q4 | Increased 51 |
ZOETIS INC | 8.6M | $1.4B | 1.1% | $82.75 | +88.27% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 5.8M | $1.3B | 1.0% | $173.35 | +11.69% | 9 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 5.8M | $1.3B | 1.0% | $170.72 | +28.71% | 9 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 2.3M | $1.2B | 0.9% | $4.13 | +217.46% | 9 qtrssince 2018-Q4 | Decreased 0 |
ECOLAB INC | 5.5M | $1.2B | 0.9% | $136.34 | +49.47% | 9 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $129.5B across 791 positions as of Q4 2020. Top holdings: AMZN (3.6%), MSFT (3.4%), AAPL (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 69 new positions, 55 exits, 284 increased. Top move: V (INCREASED, conviction 58). Portfolio: $129.5B across 791 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