Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings738 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.4M | $689.4M | 5.1% | $93.93 | +101.70% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 1.7M | $616.1M | 4.6% | $37.39 | +135.94% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 2.1M | $453.7M | 3.4% | $159.09 | +28.36% | 7 qtrssince 2018-Q4 | Increased 70 |
UNITEDHEALTH GROUP INC | 1.5M | $447.7M | 3.3% | $217.78 | +21.70% | 7 qtrssince 2018-Q4 | Increased 60 |
ACCENTURE PLC-CL A | 1.7M | $359.5M | 2.7% | $127.79 | +52.09% | 7 qtrssince 2018-Q4 | Increased 53 |
ORACLE CORP | 6.5M | $357.1M | 2.7% | $40.47 | +24.84% | 7 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 9.2M | $337.6M | 2.5% | $31.75 | -9.50% | 7 qtrssince 2018-Q4 | Increased 59 |
JOHNSON & JOHNSON | 2.3M | $319.8M | 2.4% | $107.53 | +10.68% | 7 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.3M | $298.2M | 2.2% | $141.18 | +55.19% | 7 qtrssince 2018-Q4 | Increased 53 |
MEDTRONIC PLC | 3.2M | $297.8M | 2.2% | $74.14 | +4.47% | 7 qtrssince 2018-Q4 | Increased 53 |
COCA-COLA CO/THE | 6.6M | $296.9M | 2.2% | $38.29 | -1.90% | 7 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL A | 202,711 | $287.5M | 2.1% | $52.54 | +31.95% | 7 qtrssince 2018-Q4 | Increased 53 |
ANTHEM INC | 1M | $267.4M | 2.0% | $237.36 | +1.40% | 7 qtrssince 2018-Q4 | Increased 49 |
CISCO SYSTEMS INC | 5.7M | $265.5M | 2.0% | $34.12 | +14.30% | 7 qtrssince 2018-Q4 | Increased 49 |
TEXAS INSTRUMENTS INC | 2M | $254.2M | 1.9% | $78.89 | +35.41% | 7 qtrssince 2018-Q4 | Increased 49 |
AMERICAN EXPRESS CO | 2.7M | $252.5M | 1.9% | $86.18 | +1.98% | 7 qtrssince 2018-Q4 | Increased 51 |
3M CO | 1.6M | $252.3M | 1.9% | $121.85 | -13.15% | 7 qtrssince 2018-Q4 | Increased 49 |
TJX COMPANIES INC | 4.8M | $242.3M | 1.8% | $41.52 | +12.03% | 7 qtrssince 2018-Q4 | Increased 53 |
MERCK & CO. INC. | 3M | $228.9M | 1.7% | $59.45 | +2.67% | 7 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 8.5M | $218.8M | 1.6% | $34.01 | -34.58% | 7 qtrssince 2018-Q4 | Increased 52 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $13.5B across 738 positions as of Q2 2020. Top holdings: MSFT (5.1%), AAPL (4.6%), BABA (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 131 new positions, 135 exits, 190 increased. Top move: BABA (INCREASED, conviction 70). Portfolio: $13.5B across 738 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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