Grantham, Mayo, Van Otterloo & Co (GMO) Portfolio holdings
AUM
$33.1B
1-Year Return
13.62%
This Quarter Return
+1.62%
1 Year Return
+13.62%
3 Year Return
+68.72%
5 Year Return
+148.95%
10 Year Return
+371.3%
AUM
$38.3B
AUM Growth
-$2.87B
(-7%)
Cap. Flow
-$3.36B
Cap. Flow
% of AUM
-8.76%
Top 10 Holdings %
Top 10 Hldgs %
40.1%
Holding
738
New
76
Increased
139
Reduced
316
Closed
180
Top Buys
| 1 |
Apple
AAPL
|
+$303M |
| 2 |
JPMorgan Chase
JPM
|
+$298M |
| 3 |
Wells Fargo
WFC
|
+$298M |
| 4 |
Philip Morris
PM
|
+$227M |
| 5 |
Cisco
CSCO
|
+$188M |
Top Sells
| 1 |
Pfizer
PFE
|
+$644M |
| 2 |
Chevron
CVX
|
+$454M |
| 3 |
Coca-Cola
KO
|
+$414M |
| 4 |
Merck
MRK
|
+$406M |
| 5 |
PepsiCo
PEP
|
+$351M |
Sector Composition
| 1 | Technology | 27.22% |
| 2 | Healthcare | 20.79% |
| 3 | Consumer Staples | 19.28% |
| 4 | Communication Services | 6.05% |
| 5 | Industrials | 5.76% |
