Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings759 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3M | $625.7M | 4.5% | $93.93 | +111.17% | 8 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 4.8M | $554.9M | 3.9% | $85.85 | +30.73% | 8 qtrssince 2018-Q4 | Increased 93 |
UNITEDHEALTH GROUP INC | 1.6M | $488M | 3.5% | $219.65 | +27.18% | 8 qtrssince 2018-Q4 | Increased 59 |
COCA-COLA CO/THE | 9.1M | $450.9M | 3.2% | $39.23 | +6.44% | 8 qtrssince 2018-Q4 | Increased 75 |
ALIBABA GROUP HOLDING-SP ADR | 1.5M | $430.2M | 3.1% | $159.09 | +65.32% | 8 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 6.6M | $393.3M | 2.8% | $40.75 | +35.22% | 8 qtrssince 2018-Q4 | Increased 54 |
ACCENTURE PLC-CL A | 1.7M | $385.1M | 2.7% | $129.16 | +58.95% | 8 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 2.4M | $351.2M | 2.5% | $108.21 | +17.09% | 8 qtrssince 2018-Q4 | Increased 55 |
US BANCORP | 9.5M | $341.5M | 2.4% | $31.62 | -10.71% | 8 qtrssince 2018-Q4 | Increased 55 |
MEDTRONIC PLC | 3.2M | $330.7M | 2.4% | $74.14 | +19.54% | 8 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.3M | $330.1M | 2.3% | $141.18 | +84.14% | 8 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRUMENTS INC | 2M | $283.5M | 2.0% | $78.89 | +53.33% | 8 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 1M | $277.5M | 2.0% | $237.44 | +1.94% | 8 qtrssince 2018-Q4 | Increased 49 |
AMERICAN EXPRESS CO | 2.7M | $273.3M | 1.9% | $86.54 | +7.57% | 8 qtrssince 2018-Q4 | Increased 50 |
TJX COMPANIES INC | 4.8M | $268.8M | 1.9% | $41.60 | +23.08% | 8 qtrssince 2018-Q4 | Increased 49 |
3M CO | 1.6M | $263.3M | 1.9% | $121.66 | -9.84% | 8 qtrssince 2018-Q4 | Increased 49 |
MERCK & CO. INC. | 3M | $250.1M | 1.8% | $59.58 | +11.05% | 8 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL A | 158,373 | $232.1M | 1.7% | $52.54 | +38.45% | 8 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 5.9M | $231.8M | 1.6% | $34.09 | -2.62% | 8 qtrssince 2018-Q4 | Increased 50 |
LAM RESEARCH CORP | 680,468 | $225.7M | 1.6% | — | — | — | — |
Grantham, Mayo, Van Otterloo & Co. LLC manages $14.1B across 759 positions as of Q3 2020. Top holdings: MSFT (4.5%), AAPL (3.9%), UNH (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 124 new positions, 102 exits, 272 increased. Top move: AAPL (INCREASED, conviction 93). Portfolio: $14.1B across 759 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