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Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Portfolio holdings

AUM $39.1B
1-Year Est. Return 28.69%
This Fund
S&P 500
This Quarter Est. Return
+11.33%
1 Year Est. Return
+28.69%
3 Year Est. Return
+71.15%
5 Year Est. Return
+97.93%
10 Year Est. Return
+429.4%
AUM
$33.2B
AUM Growth
+$1.51B
Cap. Flow
-$765M
Cap. Flow %
-2.3%
Top 10 Hldgs %
38.35%
Holding
705
New
90
Increased
190
Reduced
272
Closed
97

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$287M
2
TW icon
Tradeweb Markets
TW
+$207M
3
STZ icon
Constellation Brands
STZ
+$187M
4
TMO icon
Thermo Fisher Scientific
TMO
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$99.2M

Top Sells

Rank Stock Value
1
OTIS icon
Otis Worldwide
OTIS
+$526M
2
V icon
Visa
V
+$191M
3
AAPL icon
Apple
AAPL
+$144M
4
ORCL icon
Oracle
ORCL
+$57.6M
5
ELV icon
Elevance Health
ELV
+$47.8M

Sector Composition

Rank Sector Weight
1 Technology 34.78%
2 Healthcare 21.92%
3 Financials 11.41%
4 Communication Services 10.63%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
401
Advanced Micro Devices
AMD
$762B
$1.38M ﹤0.01%
9,752
-1,297
-12% -$141K
ATKR icon
402
Atkore
ATKR
$3.17B
$1.37M ﹤0.01%
19,439
-367
-2% -$23.8K
GL icon
403
Globe Life
GL
$14.2B
$1.37M ﹤0.01%
+11,009
New +$1.34M
PLTR icon
404
Palantir
PLTR
$419B
$1.36M ﹤0.01%
9,987
-3,566
-26% -$418K
BLK icon
405
Blackrock
BLK
$178B
$1.35M ﹤0.01%
1,289
-35
-3% -$33.1K
FMC icon
406
FMC
FMC
$1.31B
$1.35M ﹤0.01%
32,385
-2,489
-7% -$98.9K
DE icon
407
Deere & Co
DE
$167B
$1.34M ﹤0.01%
2,632
-2,277
-46% -$1.11M
IP icon
408
International Paper
IP
$22B
$1.33M ﹤0.01%
28,500
+16,500
+138% +$780K
DTE icon
409
DTE Energy
DTE
$28.6B
$1.33M ﹤0.01%
10,060
+4,856
+93% +$653K
AMRZ
410
Amrize Ltd
AMRZ
$26.1B
$1.33M ﹤0.01%
+26,766
New +$1.35M
WY icon
411
Weyerhaeuser
WY
$18.1B
$1.32M ﹤0.01%
+51,500
New +$1.35M
NKE icon
412
Nike
NKE
$60.7B
$1.32M ﹤0.01%
18,614
+3,193
+21% +$192K
NOW icon
413
ServiceNow
NOW
$130B
$1.32M ﹤0.01%
6,405
-700
-10% -$132K
HD icon
414
Home Depot
HD
$355B
$1.31M ﹤0.01%
3,582
+229
+7% +$82.9K
MA icon
415
Mastercard
MA
$494B
$1.29M ﹤0.01%
2,302
-121
-5% -$66.9K
INTU icon
416
Intuit
INTU
$91.7B
$1.29M ﹤0.01%
1,638
-346
-17% -$234K
EMR icon
417
Emerson Electric
EMR
$90.6B
$1.28M ﹤0.01%
9,598
-750
-7% -$86K
RYAAY icon
418
Ryanair
RYAAY
$30.9B
$1.28M ﹤0.01%
22,176
-9,802
-31% -$499K
TMUS icon
419
T-Mobile US
TMUS
$195B
$1.27M ﹤0.01%
5,328
+771
+17% +$188K
TKR icon
420
Timken Company
TKR
$8.95B
$1.27M ﹤0.01%
17,496
-1,711
-9% -$116K
DASH icon
421
DoorDash
DASH
$92.6B
$1.27M ﹤0.01%
5,144
+1,557
+43% +$312K
SCHW
422
Charles Schwab
SCHW
$187B
$1.26M ﹤0.01%
13,843
-1,762
-11% -$148K
ABBV icon
423
AbbVie
ABBV
$438B
$1.26M ﹤0.01%
6,792
+940
+16% +$175K
NSC icon
424
Norfolk Southern
NSC
$75.1B
$1.25M ﹤0.01%
+4,901
New +$1.16M
DIS icon
425
Walt Disney
DIS
$179B
$1.25M ﹤0.01%
10,076
-1,425
-12% -$148K
15 16
17
18 19

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Grantham, Mayo, Van Otterloo & Co (GMO)'s Q2 2025 Portfolio in Review

As of Q2 2025, Grantham, Mayo, Van Otterloo & Co (GMO) held 705 positions worth $33.2B, up 4.8% from $31.7B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Grantham, Mayo, Van Otterloo & Co (GMO)'s Q2 2025 filing shows 90 new, 190 increased, 272 reduced and 97 closed positions. Its largest new stake was Tradeweb Markets: 1,483,629 shares worth $217M. The largest sale was Otis Worldwide, an estimated $526M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

  • Grantham, Mayo, Van Otterloo & Co (GMO)'s largest Q2 2025 buy was Tradeweb Markets: 1,483,629 shares worth $217M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) added most to Broadcom in Q2 2025, an estimated $287M increase.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s biggest Q2 2025 reduction was Otis Worldwide, cutting an estimated $526M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) fully exited Saia in Q2 2025, selling an estimated $41.2M.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s ten largest holdings make up 38% of its $33.2B portfolio in Q2 2025.
  • Grantham, Mayo, Van Otterloo & Co (GMO) opened 90 new positions and closed 97 in Q2 2025.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio value rose 4.8% quarter-over-quarter to $33.2B.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2025, filed 13 Aug 2025.