Grantham, Mayo, Van Otterloo & Co (GMO)

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

AUM $35.4B
1-Year Est. Return 17.05%
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.7B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$192M
3
+$163M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$128M
5
ELV icon
Elevance Health
ELV
+$117M

Top Sells

1
+$232M
2
+$226M
3
+$132M
4
WFC icon
Wells Fargo
WFC
+$78.9M
5
AMZN icon
Amazon
AMZN
+$73.7M

Sector Composition

1 Technology 29.53%
2 Healthcare 23.35%
3 Financials 11.26%
4 Communication Services 10.36%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.14M 0.02%
+144,064
302
$5.03M 0.02%
151,153
+67,256
303
$5.03M 0.02%
29,592
-592
304
$4.98M 0.02%
81,500
+53,400
305
$4.91M 0.02%
60,811
-193
306
$4.87M 0.02%
378,473
-860,486
307
$4.83M 0.02%
113,625
-16,894
308
$4.82M 0.02%
1,790,439
-22,900
309
$4.77M 0.02%
21,300
-11,400
310
$4.65M 0.02%
212,233
+87,115
311
$4.56M 0.01%
165,206
+154
312
$4.53M 0.01%
110,211
+54,174
313
$4.49M 0.01%
68,324
+3,239
314
$4.48M 0.01%
24,222
+547
315
$4.4M 0.01%
101,433
-89,744
316
$4.31M 0.01%
+44,409
317
$4.3M 0.01%
68,062
-198,234
318
$4.3M 0.01%
47,607
-2,649
319
$4.23M 0.01%
85,338
+17,827
320
$4.22M 0.01%
74,097
-4,488
321
$4.21M 0.01%
20,395
-6,321
322
$4.19M 0.01%
151,130
-31,153
323
$4.05M 0.01%
33,919
+29,551
324
$4.03M 0.01%
50,780
+9,346
325
$3.98M 0.01%
360,983
-37,039
11 12
13
14 15