Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings713 positions
Microsoft Corporation | 12.2M | $5.2B | 4.2% | $101.18 | +310.91% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corporation | 34.3M | $4.6B | 3.7% | $4.14 | +3139.11% | 25 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 18.8M | $4.1B | 3.3% | $88.84 | +146.96% | 25 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 16M | $4B | 3.2% | $49.13 | +406.00% | 25 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 5.5M | $3.2B | 2.6% | $167.61 | +247.33% | 25 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc. | 9.9M | $3.1B | 2.5% | $147.45 | +111.56% | 25 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc. | 11.2M | $2.6B | 2.1% | $32.31 | +607.17% | 25 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Incorporated | 4.3M | $2.2B | 1.8% | $218.41 | +121.66% | 25 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 9.2M | $1.7B | 1.4% | $137.88 | +36.49% | 25 qtrssince 2018-Q4 | Increased 52 |
Netflix, Inc. | 1.9M | $1.7B | 1.4% | $51.08 | +74.50% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 6.7M | $1.6B | 1.3% | $94.30 | +144.23% | 25 qtrssince 2018-Q4 | Decreased 0 |
SEMPRA | 14M | $1.2B | 1.0% | $57.50 | +44.44% | 25 qtrssince 2018-Q4 | Decreased 0 |
Salesforce, Inc. | 3.5M | $1.2B | 0.9% | $191.56 | +72.22% | 25 qtrssince 2018-Q4 | Increased 45 |
RTX Corporation | 9.4M | $1.1B | 0.9% | $54.49 | +106.25% | 19 qtrssince 2020-Q2 | Decreased 0 |
Union Pacific Corporation | 4.6M | $1.1B | 0.9% | $171.43 | +27.99% | 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 |
W.W. Grainger, Inc. | 961,315 | $1B | 0.8% | $375.55 | +176.55% | 25 qtrssince 2018-Q4 | Decreased 0 |
Travelers Companies, Inc. | 4.1M | $992.3M | 0.8% | $111.21 | +110.76% | 25 qtrssince 2018-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc. | 1.9M | $963M | 0.8% | $311.23 | +66.11% | 25 qtrssince 2018-Q4 | Decreased 0 |
Oracle Corporation | 5.4M | $899.7M | 0.7% | $56.20 | +189.69% | 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 Score: 3.5/5.0.
Active quarter - 47 new positions, 43 exits, 191 increased. Top move: GOOGL (INCREASED, conviction 52). Portfolio: $123.4B across 713 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR