Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings525 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.8M | $1.7B | 5.7% | $194.87 | +126.82% | 23 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 6M | $1.3B | 4.3% | $138.66 | +50.46% | 23 qtrssince 2018-Q4 | Increased 75 |
ALPHABET INC-CL A | 6.9M | $1.3B | 4.3% | $114.32 | +58.32% | 23 qtrssince 2018-Q4 | Increased 60 |
META PLATFORMS INC-CLASS A | 2.2M | $1.1B | 3.8% | $199.31 | +151.74% | 23 qtrssince 2018-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 2M | $1B | 3.4% | $344.21 | +43.33% | 23 qtrssince 2018-Q4 | Increased 64 |
JOHNSON & JOHNSON | 6M | $880.5M | 3.0% | $133.43 | +4.65% | 23 qtrssince 2018-Q4 | Increased 67 |
LAM RESEARCH CORP | 767,618 | $817.4M | 2.8% | — | — | — | — |
ORACLE CORP | 5.7M | $803.8M | 2.7% | $60.91 | +127.78% | 23 qtrssince 2018-Q4 | Increased 56 |
TEXAS INSTRUMENTS INC | 4M | $785.8M | 2.7% | $127.92 | +42.97% | 23 qtrssince 2018-Q4 | Increased 57 |
COCA-COLA CO/THE | 11.8M | $749.3M | 2.5% | $48.65 | +25.26% | 23 qtrssince 2018-Q4 | Increased 58 |
ANTHEM INC | 1.3M | $731.4M | 2.5% | $360.69 | +46.34% | 23 qtrssince 2018-Q4 | Increased 59 |
AMAZON.COM INC | 3.5M | $676.6M | 2.3% | $99.23 | +94.76% | 23 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 5.3M | $659.6M | 2.2% | $83.37 | +41.03% | 23 qtrssince 2018-Q4 | Increased 61 |
INTUITIVE SURGICAL INC | 1.4M | $633.6M | 2.1% | $294.93 | +50.83% | 9 qtrssince 2022-Q2 | Increased 56 |
ACCENTURE PLC-CL A | 2M | $616.7M | 2.1% | $206.65 | +43.55% | 23 qtrssince 2018-Q4 | Increased 59 |
ABBOTT LABORATORIES | 5.8M | $601.9M | 2.0% | $94.42 | +4.98% | 23 qtrssince 2018-Q4 | Increased 58 |
TJX COMPANIES INC | 5.4M | $596.1M | 2.0% | $56.27 | +90.25% | 23 qtrssince 2018-Q4 | Increased 56 |
KLA CORP | 693,790 | $572M | 1.9% | $42.18 | +92.45% | 23 qtrssince 2018-Q4 | Increased 52 |
WELLS FARGO & CO | 9.5M | $566.5M | 1.9% | $38.45 | +48.45% | 23 qtrssince 2018-Q4 | Increased 53 |
SALESFORCE.COM INC | 2.1M | $544.5M | 1.8% | $227.84 | +11.64% | 16 qtrssince 2020-Q3 | Increased 53 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $29.6B across 525 positions as of Q2 2024. Top holdings: MSFT (5.7%), AAPL (4.3%), GOOGL (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 79 new positions, 67 exits, 235 increased. Top move: AAPL (INCREASED, conviction 75). Portfolio: $29.6B across 525 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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