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
151
$27.6M 0.09%
60,815
-3,985
152
$27.6M 0.09%
81,697
-4,951
153
$27.4M 0.09%
178,621
+105,469
154
$27.4M 0.09%
276,295
-400,894
155
$27.1M 0.09%
719,717
+6,865
156
$26.8M 0.09%
2,209,259
+87,410
157
$26.6M 0.09%
289,108
+9,703
158
$26.3M 0.09%
440,190
+68,457
159
$26.2M 0.09%
448,598
+17,607
160
$25.9M 0.08%
+183,706
161
$25.7M 0.08%
277,810
+143,094
162
$25.5M 0.08%
178,320
-19,718
163
$25.5M 0.08%
474,559
+16,743
164
$25.2M 0.08%
213,869
-183,526
165
$25.1M 0.08%
298,467
+188,554
166
$25.1M 0.08%
171,641
+83,865
167
$24.5M 0.08%
124,079
-36,118
168
$24.4M 0.08%
287,312
-27,015
169
$24.3M 0.08%
214,587
-1,508
170
$24.2M 0.08%
126,470
+27,875
171
$24M 0.08%
257,060
+10,390
172
$24M 0.08%
125,850
-174,061
173
$23.7M 0.08%
618,207
+91,773
174
$23.5M 0.08%
514,422
-140,662
175
$23.2M 0.08%
132,598
+5,213
5 6
7
8 9