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
526
$373K ﹤0.01%
+16,182
527
$341K ﹤0.01%
14,263
-4,873
528
$332K ﹤0.01%
11,135
-67,601
529
$329K ﹤0.01%
4,164
530
$310K ﹤0.01%
15,063
-5,489
531
$300K ﹤0.01%
35,165
532
$300K ﹤0.01%
42,906
+7,248
533
$296K ﹤0.01%
10,744
-9,488
534
$295K ﹤0.01%
6,800
535
$295K ﹤0.01%
4,112
+341
536
$282K ﹤0.01%
+15,533
537
$281K ﹤0.01%
+6,794
538
$281K ﹤0.01%
3,446
-435
539
$281K ﹤0.01%
8,671
-287
540
$280K ﹤0.01%
15,152
-2,141
541
$279K ﹤0.01%
5,252
542
$276K ﹤0.01%
17,755
-14,139
543
$275K ﹤0.01%
+7,393
544
$269K ﹤0.01%
11,389
545
$259K ﹤0.01%
+16,687
546
$252K ﹤0.01%
2,684
-695
547
$252K ﹤0.01%
13,538
-2,512
548
$251K ﹤0.01%
27,400
549
$246K ﹤0.01%
980
-43,627
550
$244K ﹤0.01%
2,643
-118
20 21
22
23 24