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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
+8.05%
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
$39.1B
AUM Growth
+$3.66B
Cap. Flow
+$1.57B
Cap. Flow %
4.02%
Top 10 Hldgs %
42.13%
Holding
715
New
115
Increased
243
Reduced
238
Closed
61

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$633M
2
META icon
Meta Platforms (Facebook)
META
+$424M
3
AAPL icon
Apple
AAPL
+$157M
4
MSFT icon
Microsoft
MSFT
+$154M
5
TMO icon
Thermo Fisher Scientific
TMO
+$153M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$995M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$97.9M
3
WFC icon
Wells Fargo
WFC
+$81.6M
4
LRCX icon
Lam Research
LRCX
+$76.2M
5
WWD icon
Woodward
WWD
+$37.4M

Sector Composition

Rank Sector Weight
1 Technology 32.45%
2 Healthcare 24.28%
3 Communication Services 11.56%
4 Financials 10.17%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
476
Simon Property Group
SPG
$71B
$1.29M ﹤0.01%
6,942
– –
VEEV icon
477
Veeva Systems
VEEV
$38.4B
$1.28M ﹤0.01%
5,732
+1,717
+43% +$456K
CFLT
478
DELISTED
Confluent
CFLT
$1.27M ﹤0.01%
+42,090
New +$1.03M
ALSN icon
479
Allison Transmission
ALSN
$10.3B
$1.27M ﹤0.01%
13,001
+4,095
+46% +$359K
EMR icon
480
Emerson Electric
EMR
$91.7B
$1.27M ﹤0.01%
9,532
-2,577
-21% -$342K
FITB
481
Fifth Third Bancorp
FITB
$52.2B
$1.26M ﹤0.01%
27,016
-18,543
-41% -$816K
LPLA icon
482
LPL Financial
LPLA
$29.2B
$1.25M ﹤0.01%
3,505
+102
+3% +$36.1K
CRWD icon
483
CrowdStrike
CRWD
$226B
$1.23M ﹤0.01%
+10,496
New +$1.34M
BWLP icon
484
BW LPG
BWLP
$3.23B
$1.23M ﹤0.01%
93,824
-1,783
-2% -$22.8K
DIS icon
485
Walt Disney
DIS
$179B
$1.21M ﹤0.01%
10,668
-225
-2% -$24.8K
WPC icon
486
W.P. Carey
WPC
$15.9B
$1.2M ﹤0.01%
18,608
+737
+4% +$49.1K
UPWK icon
487
Upwork
UPWK
$1.04B
$1.19M ﹤0.01%
59,819
+8,454
+16% +$155K
BA icon
488
Boeing
BA
$184B
$1.18M ﹤0.01%
5,452
– –
AMP icon
489
Ameriprise Financial
AMP
$49.7B
$1.18M ﹤0.01%
+2,409
New +$1.14M
SO icon
490
Southern Company
SO
$106B
$1.18M ﹤0.01%
13,534
– –
CRH icon
491
CRH
CRH
$67.4B
$1.18M ﹤0.01%
9,417
-2,975
-24% -$354K
GWW icon
492
W.W. Grainger
GWW
$61.3B
$1.17M ﹤0.01%
1,164
+597
+105% +$579K
IEMG icon
493
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.17M ﹤0.01%
+17,424
New +$1.17M
EVRG icon
494
Evergy
EVRG
$18.9B
$1.17M ﹤0.01%
16,075
– –
IDEV icon
495
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$1.15M ﹤0.01%
+13,959
New +$1.13M
GNTX icon
496
Gentex
GNTX
$5.04B
$1.15M ﹤0.01%
49,448
+37,042
+299% +$893K
ZTS icon
497
Zoetis
ZTS
$31.1B
$1.15M ﹤0.01%
9,145
+1,335
+17% +$174K
HD icon
498
Home Depot
HD
$353B
$1.13M ﹤0.01%
3,294
– –
LOW icon
499
Lowe's Companies
LOW
$124B
$1.13M ﹤0.01%
4,672
-12
-0.3% -$2.88K
AMT icon
500
American Tower
AMT
$79B
$1.13M ﹤0.01%
6,412
– –
18 19
20
21 22

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Grantham, Mayo, Van Otterloo & Co (GMO)'s Q4 2025 Portfolio in Review

As of Q4 2025, Grantham, Mayo, Van Otterloo & Co (GMO) held 715 positions worth $39.1B, up 10% from $35.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Grantham, Mayo, Van Otterloo & Co (GMO) deployed $1.57B of net new capital in Q4 2025, opening 115 new positions and adding to 243 existing holdings. Its largest new stake was The Magnum Ice Cream Company N.V.: 2,219,681 shares worth $35.2M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 36% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Oracle, an estimated $995M trimmed.

  • Grantham, Mayo, Van Otterloo & Co (GMO)'s largest Q4 2025 buy was The Magnum Ice Cream Company N.V.: 2,219,681 shares worth $35.2M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) added most to Amazon in Q4 2025, an estimated $633M increase.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s biggest Q4 2025 reduction was Oracle, cutting an estimated $995M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) fully exited AvidXchange in Q4 2025, selling an estimated $28.2M.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s ten largest holdings make up 42% of its $39.1B portfolio in Q4 2025.
  • Grantham, Mayo, Van Otterloo & Co (GMO) opened 115 new positions and closed 61 in Q4 2025.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio value rose 10% quarter-over-quarter to $39.1B.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2025, filed 17 Feb 2026.