Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings735 positions
Microsoft Corp | 16.2M | $3.9B | 3.8% | $101.18 | +130.02% | 17 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 6.9M | $3.7B | 3.6% | $218.41 | +125.34% | 17 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 20.3M | $2.6B | 2.6% | $44.56 | +186.44% | 17 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 11.7M | $2.4B | 2.4% | $139.61 | +44.62% | 17 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 21.1M | $1.8B | 1.7% | $84.05 | -0.06% | 17 qtrssince 2018-Q4 | Decreased 0 |
United Technologies Corp | 17.2M | $1.7B | 1.7% | $53.72 | +73.70% | 11 qtrssince 2020-Q2 | Decreased 0 |
Comcast Corp | 38.5M | $1.3B | 1.3% | $25.53 | +10.71% | 17 qtrssince 2018-Q4 | Decreased 0 |
United Parcel Service Inc | 7.6M | $1.3B | 1.3% | $75.64 | +88.37% | 17 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc | 2.3M | $1.3B | 1.3% | $21.19 | +150.86% | 17 qtrssince 2018-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 2.1M | $1.1B | 1.1% | $230.69 | +135.94% | 17 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 6.4M | $1.1B | 1.1% | $111.60 | +42.20% | 17 qtrssince 2018-Q4 | Increased 53 |
TE Connectivity Ltd | 9.8M | $1.1B | 1.1% | $74.51 | +46.96% | 17 qtrssince 2018-Q4 | Decreased 0 |
Bank of America Corp | 30.5M | $1B | 1.0% | $23.10 | +30.44% | 17 qtrssince 2018-Q4 | Decreased 0 |
Vertex Pharmaceuticals Inc | 3.5M | $1B | 1.0% | $189.73 | +52.21% | 17 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp | 6.8M | $998.7M | 1.0% | $4.14 | +252.24% | 17 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 7.4M | $990.8M | 1.0% | $91.84 | +33.71% | 17 qtrssince 2018-Q4 | Increased 53 |
Eaton Corp PLC | 5.7M | $896.2M | 0.9% | $136.78 | +8.99% | 17 qtrssince 2018-Q4 | Decreased 0 |
Merck & Co Inc | 8M | $890.3M | 0.9% | $57.51 | +72.51% | 17 qtrssince 2018-Q4 | Decreased 0 |
Monster Beverage Corp | 8.5M | $861.6M | 0.9% | $32.76 | +54.97% | 12 qtrssince 2020-Q1 | Decreased 0 |
Facebook Inc | 6.9M | $824.5M | 0.8% | $150.29 | -20.69% | 17 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $101.2B across 735 positions as of Q4 2022. Top holdings: MSFT (3.8%), UNH (3.6%), AAPL (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 35 new positions, 36 exits, 282 increased. Top move: JNJ (INCREASED, conviction 53). Portfolio: $101.2B across 735 positions.
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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
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