Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings744 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 14.6M | $5.5B | 4.7% | $100.99 | +266.90% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 16.8M | $3.2B | 2.8% | $93.07 | +104.38% | 21 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.7M | $3B | 2.6% | $220.18 | +129.77% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 19.2M | $2.9B | 2.5% | $108.09 | +40.56% | 21 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 9.8M | $2.5B | 2.2% | $139.61 | +82.67% | 21 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 4.6M | $2.3B | 2.0% | $16.26 | +204.44% | 21 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 5.9M | $2.1B | 1.8% | $161.51 | +117.64% | 21 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 1.5M | $1.6B | 1.4% | $21.31 | +412.25% | 21 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 32.3M | $1.4B | 1.2% | $26.69 | +42.35% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 7.7M | $1.3B | 1.1% | $95.06 | +70.38% | 21 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 2.7M | $1.3B | 1.1% | $50.85 | -4.24% | 21 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.2M | $1.2B | 1.0% | $309.99 | +70.16% | 21 qtrssince 2018-Q4 | Increased 64 |
ADOBE INC | 1.8M | $1.1B | 0.9% | $248.74 | +139.85% | 21 qtrssince 2018-Q4 | Increased 45 |
VERTEX PHARMACEUTICALS INC | 2.6M | $1.1B | 0.9% | $186.28 | +118.43% | 21 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 4.2M | $1B | 0.9% | $165.12 | +42.14% | 21 qtrssince 2018-Q4 | Increased 45 |
EATON CORP PLC | 4.2M | $1B | 0.9% | $136.78 | +70.28% | 21 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 20M | $1B | 0.9% | $42.70 | +16.13% | 21 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6.3M | $985.1M | 0.8% | $116.43 | +26.61% | 21 qtrssince 2018-Q4 | Increased 45 |
UNITED PARCEL SERVICE-CL B | 6.3M | $985.1M | 0.8% | $83.21 | +68.67% | 21 qtrssince 2018-Q4 | Increased 49 |
ASML HOLDING NV-NY REG SHS | 1.2M | $944M | 0.8% | $405.20 | +82.68% | 21 qtrssince 2018-Q4 | Increased 46 |
Clearbridge Investments, LLC manages $116.2B across 744 positions as of Q4 2023. Top holdings: MSFT (4.7%), AAPL (2.8%), UNH (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 86 new positions, 30 exits, 308 increased. Top move: TMO (INCREASED, conviction 64). Portfolio: $116.2B across 744 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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