Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings735 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 16.2M | $3.9B | 3.8% | $100.99 | +131.93% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 6.9M | $3.7B | 3.6% | $220.18 | +127.95% | 17 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 20.3M | $2.6B | 2.6% | $93.07 | +37.16% | 17 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $107.61 | -21.94% | 17 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 17.2M | $1.7B | 1.7% | $53.72 | +73.70% | 11 qtrssince 2020-Q2 | Decreased 0 |
COMCAST CORP-CLASS A | 38.5M | $1.3B | 1.3% | $26.69 | +10.29% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 7.6M | $1.3B | 1.3% | $78.58 | +89.93% | 17 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.3M | $1.3B | 1.3% | $21.31 | +150.87% | 17 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $1.1B | 1.1% | $229.76 | +137.55% | 17 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6.4M | $1.1B | 1.1% | $112.33 | +43.55% | 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% | $23.36 | +31.02% | 17 qtrssince 2018-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 3.5M | $1B | 1.0% | $186.28 | +55.02% | 17 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 6.8M | $998.7M | 1.0% | $16.26 | -10.19% | 17 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 7.4M | $990.8M | 1.0% | $92.20 | +34.47% | 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% | $57.90 | +74.89% | 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 |
META PLATFORMS INC-CLASS A | 6.9M | $824.5M | 0.8% | $151.73 | -21.23% | 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 Rating: 3/5.0.
Active quarter - 35 new positions, 35 exits, 279 increased. Top move: JNJ (INCREASED, conviction 53). Portfolio: $101.2B across 735 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