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
126
$32.6M 0.11%
246,947
+143,561
127
$32.1M 0.1%
292,382
-61,899
128
$31.9M 0.1%
273,264
-837
129
$31.7M 0.1%
2,545,554
-1,004,312
130
$31.6M 0.1%
511,498
+65,504
131
$31.5M 0.1%
455,699
-125,360
132
$31.5M 0.1%
591,470
+6,312
133
$31M 0.1%
1,792,888
-258,310
134
$30.9M 0.1%
178,136
-115,845
135
$30.9M 0.1%
235,356
-33,202
136
$30.8M 0.1%
566,121
+15,137
137
$30.8M 0.1%
1,518,144
-12,784
138
$30.7M 0.1%
164,589
-8,877
139
$30.5M 0.1%
236,551
+122,434
140
$30.5M 0.1%
279,792
+113,772
141
$30.2M 0.1%
162,333
-72,781
142
$30.1M 0.1%
372,328
+68,385
143
$29.9M 0.1%
127,967
-14,732
144
$29.6M 0.1%
259,598
-77,198
145
$29.4M 0.1%
847,176
+480,546
146
$29.3M 0.1%
812,929
-223,914
147
$28.7M 0.09%
843,656
-475,355
148
$28.4M 0.09%
170,508
+39,392
149
$27.8M 0.09%
850,768
-40,661
150
$27.7M 0.09%
2,974,248
+325,721
4 5
6
7 8