Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings675 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3M | $1B | 4.8% | $128.46 | +155.93% | 19 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.5M | $704.5M | 3.3% | $146.95 | +90.26% | 19 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $651.8M | 3.0% | $278.83 | +63.00% | 19 qtrssince 2018-Q4 | Increased 69 |
APPLE INC | 3M | $586.8M | 2.7% | $88.30 | +116.45% | 19 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 4.4M | $577.1M | 2.7% | $96.08 | +33.13% | 19 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.4M | $556.6M | 2.6% | $124.74 | +21.86% | 19 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC-CL A | 4.5M | $542.6M | 2.5% | $95.66 | +23.58% | 19 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 4.4M | $524.2M | 2.4% | $42.88 | +166.06% | 19 qtrssince 2018-Q4 | Decreased 0 |
LAM RESEARCH CORP | 781,149 | $502.2M | 2.3% | — | — | — | — |
ACCENTURE PLC-CL A | 1.5M | $470.4M | 2.2% | $165.05 | +76.37% | 19 qtrssince 2018-Q4 | Increased 60 |
MERCK & CO. INC. | 3.6M | $417.5M | 1.9% | $68.27 | +53.86% | 19 qtrssince 2018-Q4 | Increased 58 |
TEXAS INSTRUMENTS INC | 2.2M | $395.5M | 1.8% | $101.32 | +61.92% | 19 qtrssince 2018-Q4 | Increased 49 |
TJX COMPANIES INC | 4.6M | $393M | 1.8% | $43.44 | +87.02% | 19 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 816,273 | $382.8M | 1.8% | $121.08 | +278.63% | 19 qtrssince 2018-Q4 | Increased 51 |
ANTHEM INC | 830,841 | $369.1M | 1.7% | $276.00 | +53.37% | 19 qtrssince 2018-Q4 | Increased 56 |
COCA-COLA CO/THE | 5.9M | $353M | 1.6% | $40.42 | +37.75% | 19 qtrssince 2018-Q4 | Increased 51 |
ADOBE INC | 660,687 | $323.1M | 1.5% | $428.17 | +14.20% | 19 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 7.5M | $321.3M | 1.5% | $32.88 | +19.74% | 19 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 2.9M | $312.2M | 1.4% | $87.52 | +16.46% | 19 qtrssince 2018-Q4 | Increased 73 |
INTUITIVE SURGICAL INC | 886,587 | $303.2M | 1.4% | $247.05 | +37.02% | 5 qtrssince 2022-Q2 | Increased 67 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $21.6B across 675 positions as of Q2 2023. Top holdings: MSFT (4.8%), META (3.3%), UNH (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 76 new positions, 94 exits, 265 increased. Top move: ABT (INCREASED, conviction 73). Portfolio: $21.6B across 675 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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Top Losers
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