Grantham, Mayo, Van Otterloo & Co (GMO) Portfolio holdings
AUM
$33.1B
1-Year Return
13.62%
This Quarter Return
-13.3%
1 Year Return
+13.62%
3 Year Return
+68.72%
5 Year Return
+148.95%
10 Year Return
+371.3%
AUM
$18.5B
AUM Growth
-$2.25B
(-11%)
Cap. Flow
+$592M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
25.47%
Holding
830
New
143
Increased
283
Reduced
232
Closed
91
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$121M |
| 2 |
Amazon
AMZN
|
$82M |
| 3 |
HES
Hess
HES
|
$68.5M |
| 4 |
Salesforce
CRM
|
$64.1M |
| 5 |
GSK
GSK
|
$61.6M |
Top Sells
| 1 |
Coca-Cola
KO
|
$218M |
| 2 |
UnitedHealth
UNH
|
$177M |
| 3 |
Elevance Health
ELV
|
$97.9M |
| 4 |
Cisco
CSCO
|
$81.7M |
| 5 |
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
|
$67.8M |
Sector Composition
| 1 | Technology | 27.64% |
| 2 | Healthcare | 18.8% |
| 3 | Financials | 13.15% |
| 4 | Communication Services | 7.6% |
| 5 | Consumer Discretionary | 7.36% |
