Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings704 positions
Microsoft Corp | 3.2M | $868.9M | 4.3% | $107.54 | +141.30% | 11 qtrssince 2018-Q4 | Increased 62 |
UnitedHealth Group Inc | 1.5M | $591M | 2.9% | $217.93 | +67.28% | 11 qtrssince 2018-Q4 | Increased 54 |
Apple Inc | 4.3M | $583.8M | 2.9% | $37.39 | +256.70% | 11 qtrssince 2018-Q4 | Decreased 0 |
US Bancorp | 9.7M | $549.8M | 2.7% | $30.89 | +46.92% | 11 qtrssince 2018-Q4 | Decreased 0 |
Oracle Corp | 6.6M | $510.5M | 2.5% | $40.84 | +79.34% | 11 qtrssince 2018-Q4 | Increased 54 |
Accenture PLC | 1.7M | $508.2M | 2.5% | $131.71 | +105.45% | 11 qtrssince 2018-Q4 | Increased 54 |
Coca-Cola Co/The | 9.4M | $507.4M | 2.5% | $38.66 | +19.99% | 11 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 1.3M | $465.5M | 2.3% | $160.48 | +114.61% | 11 qtrssince 2018-Q4 | Increased 57 |
Wells Fargo & Co | 9.7M | $440M | 2.2% | $31.62 | +26.26% | 11 qtrssince 2018-Q4 | Decreased 0 |
Lam Research Corp | 654,054 | $425.6M | 2.1% | $31.10 | +98.38% | 8 qtrssince 2019-Q3 | Increased 53 |
Alphabet Inc | 167,875 | $409.9M | 2.0% | $55.83 | +116.64% | 11 qtrssince 2018-Q4 | Decreased 0 |
Anthem Inc | 1M | $399.1M | 2.0% | $238.70 | +48.22% | 11 qtrssince 2018-Q4 | Increased 49 |
Johnson & Johnson | 2.4M | $395M | 2.0% | $108.69 | +31.03% | 11 qtrssince 2018-Q4 | Increased 50 |
Medtronic PLC | 3M | $370M | 1.8% | $73.13 | +43.95% | 11 qtrssince 2018-Q4 | Decreased 0 |
Texas Instruments Inc | 1.9M | $366M | 1.8% | $85.51 | +94.11% | 11 qtrssince 2018-Q4 | Decreased 0 |
American Express Co | 2.1M | $352.2M | 1.8% | $86.54 | +79.20% | 11 qtrssince 2018-Q4 | Decreased 0 |
TJX Cos Inc/The | 4.9M | $327.9M | 1.6% | $41.77 | +49.59% | 11 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems Inc/Delaware | 6M | $315.9M | 1.6% | $34.32 | +33.36% | 11 qtrssince 2018-Q4 | Decreased 0 |
Merck & Co Inc | 3.6M | $277.8M | 1.4% | $59.85 | +10.53% | 11 qtrssince 2018-Q4 | Increased 53 |
Alphabet Inc | 105,395 | $264.2M | 1.3% | $51.35 | +141.76% | 11 qtrssince 2018-Q4 | Decreased 0 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $20B across 704 positions as of Q2 2021. Top holdings: MSFT (4.3%), UNH (2.9%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 83 new positions, 212 exits, 313 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $20.0B across 704 positions.
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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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