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
351
$2.68M 0.01%
30,754
-40,738
352
$2.67M 0.01%
28,495
+18,269
353
$2.65M 0.01%
+10,289
354
$2.64M 0.01%
9,229
+6,806
355
$2.62M 0.01%
16,129
-21,942
356
$2.61M 0.01%
111,075
+18,344
357
$2.59M 0.01%
+5,014
358
$2.56M 0.01%
23,716
-34,554
359
$2.55M 0.01%
20,813
-14,772
360
$2.55M 0.01%
+23,032
361
$2.54M 0.01%
98,069
-8,300
362
$2.49M 0.01%
10,117
+2,422
363
$2.44M 0.01%
+16,648
364
$2.43M 0.01%
17,695
-14,175
365
$2.42M 0.01%
260,452
+58,243
366
$2.2M 0.01%
+16,662
367
$2.2M 0.01%
43,272
-19,100
368
$2.14M 0.01%
19,029
-24,665
369
$2.13M 0.01%
22,247
-500
370
$2.11M 0.01%
+42,866
371
$2.11M 0.01%
20,278
+310
372
$2.1M 0.01%
16,651
-462
373
$2.08M 0.01%
+39,243
374
$2.07M 0.01%
64,132
-9,471
375
$2.03M 0.01%
+43,096
13 14
15
16 17