Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings713 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.2M | $5.2B | 4.2% | $100.99 | +317.60% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 34.3M | $4.6B | 3.7% | $111.71 | +23.04% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 18.8M | $4.1B | 3.3% | $111.00 | +99.37% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 16M | $4B | 3.2% | $96.42 | +157.86% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 5.5M | $3.2B | 2.6% | $169.00 | +248.74% | 25 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 9.9M | $3.1B | 2.5% | $147.45 | +111.56% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 11.2M | $2.6B | 2.1% | $156.87 | +48.83% | 25 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.3M | $2.2B | 1.8% | $220.18 | +125.09% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.2M | $1.7B | 1.4% | $147.61 | +29.05% | 25 qtrssince 2018-Q4 | Increased 52 |
NETFLIX INC | 1.9M | $1.7B | 1.4% | $50.85 | +77.08% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 6.7M | $1.6B | 1.3% | $95.06 | +145.43% | 25 qtrssince 2018-Q4 | Decreased 0 |
SEMPRA ENERGY | 14M | $1.2B | 1.0% | $61.75 | +36.98% | 25 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 3.5M | $1.2B | 0.9% | $192.45 | +73.33% | 25 qtrssince 2018-Q4 | Increased 45 |
RAYTHEON TECHNOLOGIES CORP | 9.4M | $1.1B | 0.9% | $54.49 | +106.25% | 19 qtrssince 2020-Q2 | Decreased 0 |
UNION PACIFIC CORP | 4.6M | $1.1B | 0.9% | $173.53 | +28.21% | 25 qtrssince 2018-Q4 | Increased 49 |
EATON CORP PLC | 3.2M | $1.1B | 0.9% | $136.78 | +137.55% | 25 qtrssince 2018-Q4 | Decreased 0 |
WW GRAINGER INC | 961,315 | $1B | 0.8% | $375.55 | +176.55% | 25 qtrssince 2018-Q4 | Decreased 0 |
TRAVELERS COS INC/THE | 4.1M | $992.3M | 0.8% | $111.61 | +111.47% | 25 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.9M | $963M | 0.8% | $310.95 | +66.27% | 25 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 5.4M | $899.7M | 0.7% | $56.64 | +191.03% | 25 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $123.4B across 713 positions as of Q4 2024. Top holdings: MSFT (4.2%), NVDA (3.7%), AMZN (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 44 new positions, 41 exits, 193 increased. Top move: GOOGL (INCREASED, conviction 52). Portfolio: $123.4B across 713 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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