Clearbridge Investments, LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$99.2T

Holdings

736

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (736 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
17,022,159$4.0T4.00%
2
UNHUnitedHealth Group Inc
7,717,653$3.9T3.93%
3
AMZNAmazon.com Inc
27,479,353$3.1T3.13%
4
AAPLApple Inc
21,989,791$3.0T3.06%
5
VVisa Inc
12,766,677$2.3T2.29%
6
RTXRaytheon Technologies Corp
18,598,909$1.5T1.54%
7
UPSUnited Parcel Service Inc
8,356,345$1.3T1.36%
8
TMOThermo Fisher Scientific Inc
2,638,457$1.3T1.35%
9
TELTE Connectivity Ltd
11,044,265$1.2T1.23%
10
CMCSAComcast Corp
39,698,804$1.2T1.17%
11
METAMeta Platforms Inc
8,419,734$1.1T1.15%
12
VRTXVertex Pharmaceuticals Inc
3,900,856$1.1T1.14%
13
AVGOBroadcom Inc
2,402,639$1.1T1.08%
14
PANWPalo Alto Networks Inc
6,374,452$1.0T1.05%
15
JNJJohnson & Johnson
6,028,399$984.8B0.99%
16
BACBank of America Corp
30,898,039$933.1B0.94%
17
ZTSZoetis Inc
6,249,114$926.7B0.93%
18
NVDANVIDIA Corp
7,098,947$861.7B0.87%
19
ETNEaton Corp PLC
6,235,391$831.6B0.84%
20
MNSTMonster Beverage Corp
9,430,681$820.1B0.83%
21
CRMSalesforce Inc
5,449,904$783.9B0.79%
22
SPGIS&P Global Inc
2,515,472$768.1B0.77%
23
GWWWW Grainger Inc
1,519,525$743.3B0.75%
24
DISWALT DISNEY COMPANY
7,686,126$725.0B0.73%
25
LINLinde PLC
2,636,880$710.9B0.72%
26
MRKMerck & Co Inc
8,231,118$708.9B0.71%
27
PXDEURPioneer Natural Resources Co
3,229,943$699.4B0.71%
28
HDHome Depot Inc/The
2,491,603$687.5B0.69%
29
PYPLPayPal Holdings Inc
7,987,639$687.5B0.69%
30
SRESempra Energy
4,542,888$681.2B0.69%
31
ALCAlcon Inc
11,481,907$668.0B0.67%
32
NFLXNetflix Inc
2,761,472$650.2B0.66%
33
TRVTravelers Cos Inc/The
4,210,433$645.0B0.65%
34
JPMJPMorgan Chase & Co
6,162,266$644.0B0.65%
35
WOLF*Wolfspeed Inc
6,084,324$628.9B0.63%
36
PFEPfizer Inc
14,315,775$626.5B0.63%
37
TEAMAtlassian Corp PLC
2,952,713$621.8B0.63%
38
WMBWilliams Cos Inc/The
21,112,525$604.5B0.61%
39
PPGPPG Industries Inc
5,364,936$593.8B0.60%
40
ADSKAutodesk Inc
3,172,008$592.5B0.60%
41
PGProcter & Gamble Co/The
4,481,835$565.8B0.57%
42
ENBEnbridge Inc
15,218,025$564.6B0.57%
43
SYKStryker Corp
2,718,630$550.6B0.56%
44
WMWaste Management Inc
3,391,115$543.3B0.55%
45
AMTAmerican Tower Corp
2,524,293$542.0B0.55%
46
EQIXEquinix Inc
940,022$534.7B0.54%
47
BDXBecton Dickinson and Co
2,396,372$534.0B0.54%
48
ORCLOracle Corp
8,507,386$519.5B0.52%
49
ADBEAdobe Inc
1,861,314$512.2B0.52%
50
NKENIKE Inc
6,040,983$502.1B0.51%
51
BIIBBiogen Inc
1,875,640$500.8B0.51%
52
KOCoca-Cola Co/The
8,792,150$492.5B0.50%
53
LHXL3Harris Technologies Inc
2,326,977$483.6B0.49%
54
INTCIntel Corp
18,683,251$481.5B0.49%
55
AWNAdvance Auto Parts Inc
3,043,636$475.8B0.48%
56
WDAYWorkday Inc
3,113,578$473.9B0.48%
57
ASMLASML Holding NV
1,139,823$473.4B0.48%
58
ISRGIntuitive Surgical Inc
2,523,726$473.0B0.48%
59
CSCOCisco Systems Inc
11,707,594$468.3B0.47%
60
EQTEQT Corp
11,472,576$467.5B0.47%
61
CRWDCrowdstrike Holdings Inc
2,833,914$467.1B0.47%
62
ABBVAbbVie Inc
3,426,623$459.9B0.46%
63
APTVAptiv PLC
5,681,264$444.3B0.45%
64
MDLZMondelez International Inc
8,101,751$444.2B0.45%
65
VMCVulcan Materials Co
2,789,435$439.9B0.44%
66
NOCNorthrop Grumman Corp
929,807$437.3B0.44%
67
DC4DexCom Inc
5,408,974$435.6B0.44%
68
SHWSherwin-Williams Co/The
2,049,911$419.7B0.42%
69
JCIJohnson Controls International plc
8,481,617$417.5B0.42%
70
TSCOTractor Supply Co
2,218,215$412.3B0.42%
71
APOApollo Global Management Inc
8,843,106$411.2B0.41%
72
AIGAmerican International Group Inc
8,492,365$403.2B0.41%
73
SPLKCHFSplunk Inc
5,147,851$387.1B0.39%
74
UBERUber Technologies Inc
14,602,425$387.0B0.39%
75
PODDInsulet Corp
1,662,648$381.4B0.38%
76
HUBSHubSpot Inc
1,400,528$378.3B0.38%
77
GOOGLAlphabet Inc
3,766,844$360.3B0.36%
78
UNPUnion Pacific Corp
1,848,659$360.2B0.36%
79
FCXFreeport-McMoRan Inc
13,082,318$357.5B0.36%
80
ICLRICON PLC
1,905,427$350.2B0.35%
81
EIXEdison International
5,943,511$336.3B0.34%
82
HONHoneywell International Inc
1,993,105$332.8B0.34%
83
STXSeagate Technology Holdings PLC
6,188,896$329.4B0.33%
84
TWTRUSDTwitter Inc
7,376,256$323.4B0.33%
85
BJBJ's Wholesale Club Holdings Inc
4,379,397$318.9B0.32%
86
CP.TOCanadian Pacific Railway Ltd
4,648,989$310.2B0.31%
87
CVXChevron Corp
2,114,074$303.7B0.31%
88
BACVerizon Communications Inc
7,926,280$301.0B0.30%
89
USBUS Bancorp
7,346,377$296.2B0.30%
90
EPDEnterprise Products Partners LP
12,099,446$287.7B0.29%
91
METMetLife Inc
4,713,163$286.5B0.29%
92
CRLCharles River Laboratories International Inc
1,449,529$285.3B0.29%
93
SLBSchlumberger NV
7,852,615$281.9B0.28%
94
CASYCasey's General Stores Inc
1,388,290$281.2B0.28%
95
ETSYEtsy Inc
2,730,894$273.4B0.28%
96
MAMasterCard Inc
954,807$271.5B0.27%
97
APDAir Products and Chemicals Inc
1,149,682$267.6B0.27%
98
DEDeere & Co
796,022$265.8B0.27%
99
PEPPepsiCo Inc
1,601,526$261.5B0.26%
100
RBCRBC Bearings Inc
1,250,093$259.8B0.26%
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