Grantham, Mayo, Van Otterloo & Co (GMO) Portfolio holdings
AUM
$35.4B
1-Year Est. Return
17.05%
1 Year Est. Return
+17.05%
AUM
$35.4B
AUM Growth
+$2.38B
(+7.2%)
Holding
662
Top Buys
| 1 | +$202M | |
| 2 | +$181M | |
| 3 | +$174M | |
| 4 |
Eli Lilly
LLY
|
+$173M |
| 5 |
Elevance Health
ELV
|
+$156M |
Top Sells
| 1 | +$428M | |
| 2 | +$204M | |
| 3 | +$183M | |
| 4 |
KLA
KLAC
|
+$136M |
| 5 |
Broadcom
AVGO
|
+$83.3M |
Sector Composition
| 1 | Technology | 35.61% |
| 2 | Healthcare | 23.32% |
| 3 | Communication Services | 11.03% |
| 4 | Financials | 10.35% |
| 5 | Consumer Discretionary | 6.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Sunoco
SUN
$10.2B
| – | – |
0
|
|
||
652
Teva Pharmaceuticals
TEVA
$32.7B
| – | – |
-15,337
|
|
||
653
Toll Brothers
TOL
$13.4B
| – | – |
-8,471
|
|
||
654
Turning Point Brands
TPB
$1.92B
| – | – |
-3,075
|
|
||
655
UFP Industries
UFPI
$5.28B
| – | – |
-3,158
|
|
||
656
Viatris
VTRS
$12.6B
| – | – |
-445,161
|
|
||
|
WBA
657
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-2,540,208
|
|
||
658
World Kinect Corp
WKC
$1.35B
| – | – |
-7,416
|
|
||
659
Essential Utilities
WTRG
$10.8B
| – | – |
-18,930
|
|
||
660
Xcel Energy
XEL
$45.7B
| – | – |
-10,552
|
|
||
|
XYZ
661
Block Inc
XYZ
$37.1B
| – | – |
-74,404
|
|
||
|
AMRZ
662
Amrize Ltd
AMRZ
$30.3B
| – | – |
-26,766
|
|