Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings745 positions
Microsoft Corp | 3.4M | $542.9M | 4.5% | $94.43 | +58.00% | 6 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 1.7M | $429.9M | 3.6% | $37.39 | +64.02% | 6 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 1.5M | $364M | 3.0% | $213.66 | +4.24% | 6 qtrssince 2018-Q4 | Decreased 0 |
Oracle Corp | 7M | $336.4M | 2.8% | $40.47 | +14.27% | 6 qtrssince 2018-Q4 | Decreased 0 |
Alibaba Group Holding Ltd | 1.7M | $326.8M | 2.7% | $147.74 | +22.95% | 6 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 2.3M | $305.1M | 2.5% | $107.09 | +2.43% | 6 qtrssince 2018-Q4 | Decreased 0 |
Medtronic PLC | 3.2M | $292.8M | 2.4% | $73.13 | +1.77% | 6 qtrssince 2018-Q4 | Decreased 0 |
US Bancorp | 8.3M | $285.8M | 2.4% | $31.04 | -15.70% | 6 qtrssince 2018-Q4 | Increased 74 |
Coca-Cola Co/The | 6.4M | $284.1M | 2.4% | $37.38 | -2.55% | 6 qtrssince 2018-Q4 | Increased 80 |
Accenture PLC | 1.7M | $272.2M | 2.3% | $127.51 | +15.36% | 6 qtrssince 2018-Q4 | Increased 57 |
Merck & Co Inc | 3M | $234.4M | 2.0% | $58.91 | +1.81% | 6 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 200,817 | $233.3M | 1.9% | $52.19 | +10.26% | 6 qtrssince 2018-Q4 | Decreased 0 |
Anthem Inc | 1M | $230M | 1.9% | $236.40 | -12.41% | 6 qtrssince 2018-Q4 | Increased 50 |
Wells Fargo & Co | 7.9M | $228.1M | 1.9% | $34.90 | -29.94% | 6 qtrssince 2018-Q4 | Increased 59 |
Cisco Systems Inc/Delaware | 5.7M | $222.8M | 1.9% | $34.09 | -4.50% | 6 qtrssince 2018-Q4 | Increased 63 |
3M Co | 1.6M | $219.8M | 1.8% | $121.92 | -23.91% | 6 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 1.3M | $218.2M | 1.8% | $139.00 | +18.86% | 6 qtrssince 2018-Q4 | Increased 51 |
American Express Co | 2.5M | $214.1M | 1.8% | $86.26 | -8.76% | 6 qtrssince 2018-Q4 | Increased 49 |
TJX Cos Inc/The | 4.4M | $208.3M | 1.7% | $41.02 | +7.22% | 6 qtrssince 2018-Q4 | Increased 57 |
Alphabet Inc | 178,130 | $207.1M | 1.7% | $51.35 | +12.16% | 6 qtrssince 2018-Q4 | Decreased 0 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $12B across 745 positions as of Q1 2020. Top holdings: MSFT (4.5%), AAPL (3.6%), UNH (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 192 new positions, 117 exits, 286 increased. Top move: KO (INCREASED, conviction 80). Portfolio: $12.0B across 745 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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