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
551
$241K ﹤0.01%
+4,400
552
$239K ﹤0.01%
2,498
-865
553
$238K ﹤0.01%
5,241
554
$234K ﹤0.01%
+7,648
555
$230K ﹤0.01%
+9,295
556
$229K ﹤0.01%
4,952
557
$222K ﹤0.01%
+4,364
558
$216K ﹤0.01%
+8,863
559
$216K ﹤0.01%
2,632
-738
560
$214K ﹤0.01%
+5,873
561
$206K ﹤0.01%
3,254
-359
562
$202K ﹤0.01%
+2,641
563
$186K ﹤0.01%
13,100
564
$175K ﹤0.01%
10,878
565
$130K ﹤0.01%
+17,932
566
$116K ﹤0.01%
50,617
567
$103K ﹤0.01%
13,583
568
$68.5K ﹤0.01%
28,662
-191,486
569
$50.1K ﹤0.01%
13,716
570
$21.3K ﹤0.01%
12,743
571
– –
-145,686
572
– –
-1,698
573
– –
-141,521
574
– –
-5,035
575
– –
-83,977
21 22
23
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