ClearBridge는 Franklin Templeton 산하 주식 전문 운용사지만 성장·가치·인컴 등 팀별 절차를 유지합니다. 13F는 모회사 베팅이나 하나의 대표 포트폴리오가 아니라 여러 펀드·일임전략의 합계라서, 종목 순증감에는 전략 간 상쇄가 숨어 있을 수 있습니다.

클리어브리지 인베스트먼츠

Clearbridge Investments, LLC

MICROSOFT CORP

NVIDIA CORP

AMAZON COM INC

META PLATFORMS INC

VISA INC-CLASS A SHARES

APPLE INC

UNITEDHEALTH GROUP INC

BROADCOM INC

NETFLIX INC

JPMORGAN CHASE & CO

COMCAST CORP-CLASS A

THERMO FISHER SCIENTIFIC INC

ASML HOLDING NV-NY REG SHS

WW GRAINGER INC

EATON CORP PLC

UNION PACIFIC CORP

RTX CORP

VERTEX PHARMACEUTICALS INC

UNITED PARCEL SERVICE-CL B

TRAVELERS COS INC/THE

ADOBE INC

INTEL CORP

SHERWIN-WILLIAMS CO/THE

SALESFORCE INC

MERCK & CO. INC.

JOHNSON & JOHNSON

SEMPRA

ORACLE CORP

ELI LILLY & CO

CROWDSTRIKE HOLDINGS INC - A

UBER TECHNOLOGIES INC

LINDE PLC

WILLIAMS COS INC

STRYKER CORP

HUBSPOT INC

ALCON INC

APOLLO GLOBAL MANAGEMENT INC

PALO ALTO NETWORKS INC

INTUITIVE SURGICAL INC

ABBVIE INC

AUTODESK INC

ENBRIDGE INC

CANADIAN PACIFIC KANSAS CITY

BECTON DICKINSON AND CO

VULCAN MATERIALS CO

WORKDAY INC-CLASS A

MONSTER BEVERAGE CORP

MARSH & MCLENNAN COS

FREEPORT-MCMORAN INC

TE Connectivity Ltd

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