Clearbridge Investments, LLC Q3 2020 Filing

Filed November 12, 2020

Portfolio Value

$116.3B

Holdings

778

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (778 positions)

StockValue
JNJJohnson & Johnson
$992.8M
TCBKTrico Bancshares
$979.0M
TXNTexas Instruments Inc
$965.4M
WTWWillis Towers Watson PLC
$956.0M
TELTE Connectivity Ltd
$952.3M
NFLXNetflix Inc
$936.0M
FFBCFirst Financial Bancorp
$935.0M
INFYInfosys Ltd
$923.0M
MOG/AMoog Inc
$918.0M
MUBiShares National Muni Bond ETF
$917.0M
ALEXAlexander & Baldwin Inc
$906.0M
HOMBHome Bancshares Inc/AR
$900.0M
SBLKStar Bulk Carriers Corp
$898.0M
CHUYUSDChuy's Holdings Inc
$870.0M
EQIXEquinix Inc
$868.2M
MRKMerck & Co Inc
$868.0M
ADSKAutodesk Inc
$852.9M
AKAMAkamai Technologies Inc
$845.9M
SCOR1EURcomScore Inc
$845.0M
SPLKCHFSplunk Inc
$829.7M
NSCNorfolk Southern Corp
$820.0M
BABoeing Co/The
$814.0M
FISFidelity National Information Services Inc
$809.2M
TROXTronox Holdings PLC
$796.0M
DRIDarden Restaurants Inc
$784.0M
STXSeagate Technology PLC
$783.1M
IHS Markit Ltd
$775.8M
COSTCostco Wholesale Corp
$767.1M
CBTCabot Corp
$766.0M
DCHAmerican Axle & Manufacturing Holdings Inc
$755.0M
AMTAmerican Tower Corp
$739.5M
PGProcter & Gamble Co/The
$736.9M
PPGPPG Industries Inc
$733.7M
ALXNAlexion Pharmaceuticals Inc
$733.3M
MOR2Morphosys AG
$730.0M
MTDRMatador Resources Co
$723.0M
GWWWW Grainger Inc
$719.4M
AXPAmerican Express Co
$689.7M
DOWDow Inc
$680.0M
PRAProAssurance Corp
$658.0M
BDCBelden Inc
$650.0M
UBERUber Technologies Inc
$648.2M
MNSTMonster Beverage Corp
$647.5M
BACVerizon Communications Inc
$643.1M
AWNAdvance Auto Parts Inc
$640.3M
ULTAUlta Salon Cosmetics & Fragrance Inc
$635.9M
PANWPalo Alto Networks Inc
$630.5M
DHIDR Horton Inc
$622.0M
UHSUniversal Health Services Inc
$616.0M
LHXL3Harris Technologies Inc
$614.4M
CTXSEURCitrix Systems Inc
$608.4M
LLoews Corp
$606.0M
LINLinde PLC
$602.9M
VMWEURVMware Inc
$602.2M
PCARPACCAR Inc
$600.0M
CTRACabot Oil & Gas Corp
$594.0M
IAC/InterActiveCorp
$592.0M
RDS/ARoyal Dutch Shell PLC
$588.0M
BACBank of America Corp
$581.0M
JPMJPMorgan Chase & Co
$575.3M
APTVAptiv PLC
$548.2M
BXBlackstone Group Inc/The
$537.6M
JCIJohnson Controls International plc
$535.7M
Cree Inc
$533.5M
PFEPfizer Inc
$530.6M
WATWaters Corp
$530.0M
WMWaste Management Inc
$527.7M
MDLZMondelez International Inc
$524.9M
CRSPCRISPR Therapeutics AG
$519.0M
NUANEURNuance Communications Inc
$517.5M
AEMAgnico Eagle Mines Ltd
$517.0M
OXMOxford Industries Inc
$510.0M
INCYIncyte Corp
$509.0M
LENLennar Corp
$507.0M
MORNMorningstar Inc
$501.0M
TRVTravelers Cos Inc/The
$478.9M
DELLDell Technologies Inc
$478.0M
KWRQuaker Chemical Corp
$477.0M
LWLamb Weston Holdings Inc
$473.0M
MANHManhattan Associates Inc
$471.0M
MDC1USDMDC Holdings Inc
$471.0M
BMRNBioMarin Pharmaceutical Inc
$469.6M
VTIVanguard Total Stock Market ETF
$460.0M
HTAEURHealthcare Trust of America Inc
$459.0M
PZAInvesco National AMT-Free Municipal Bond ETF
$459.0M
HONHoneywell International Inc
$457.9M
TFISPDR Nuveen Bloomberg Barclays Municipal Bond ETF
$457.0M
FICOFair Isaac Corp
$455.0M
MKSIMKS Instruments Inc
$448.0M
ALCAlcon Inc
$443.4M
WMBWilliams Cos Inc/The
$443.3M
ENOVColfax Corp
$438.0M
WMTWalmart Inc
$436.1M
ICLRIcon Plc
$435.6M
Cabot Microelectronics Corp
$432.0M
KOCoca-Cola Co/The
$431.0M
CHRWCH Robinson Worldwide Inc
$431.0M
LECOLincoln Electric Holdings Inc
$429.0M
MAMasterCard Inc
$423.3M
Conyers Park II Acquisition Corp
$421.0M
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