Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings672 positions
MICROSOFT CORP | 3.4M | $946M | 4.7% | $114.74 | +135.81% | 12 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 4.5M | $632.8M | 3.1% | $42.11 | +227.73% | 12 qtrssince 2018-Q4 | Increased 61 |
UNITEDHEALTH GROUP INC | 1.5M | $604.2M | 3.0% | $224.27 | +59.18% | 12 qtrssince 2018-Q4 | Increased 57 |
ORACLE CORP | 6.8M | $595.3M | 2.9% | $42.65 | +101.42% | 12 qtrssince 2018-Q4 | Increased 56 |
US BANCORP | 9.8M | $584.3M | 2.9% | $31.19 | +52.95% | 12 qtrssince 2018-Q4 | Increased 55 |
COCA COLA CO | 9.7M | $506.9M | 2.5% | $38.86 | +16.64% | 12 qtrssince 2018-Q4 | Increased 55 |
WELLS FARGO & CO | 10.8M | $500.4M | 2.5% | $32.56 | +26.21% | 12 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC | 186,006 | $497.3M | 2.5% | $63.29 | +109.22% | 12 qtrssince 2018-Q4 | Increased 60 |
ACCENTURE PLC IRELAND | 1.4M | $459.3M | 2.3% | $130.67 | +123.59% | 12 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 1.3M | $454.6M | 2.2% | $160.60 | +109.32% | 12 qtrssince 2018-Q4 | Increased 53 |
ELEVANCE HEALTH INC FORMERLY | 1.1M | $425.7M | 2.1% | $247.82 | +39.83% | 12 qtrssince 2018-Q4 | Increased 59 |
JOHNSON & JOHNSON | 2.5M | $407.1M | 2.0% | $110.25 | +27.40% | 12 qtrssince 2018-Q4 | Increased 56 |
LAM RESEARCH CORP | 710,179 | $404.2M | 2.0% | $32.92 | +64.34% | 9 qtrssince 2019-Q3 | Increased 53 |
MEDTRONIC PLC | 3.1M | $391.5M | 1.9% | $74.67 | +43.07% | 12 qtrssince 2018-Q4 | Increased 51 |
TEXAS INSTRS INC | 2M | $383.4M | 1.9% | $89.23 | +86.96% | 12 qtrssince 2018-Q4 | Increased 51 |
CISCO SYS INC | 6.3M | $343.5M | 1.7% | $35.04 | +35.07% | 12 qtrssince 2018-Q4 | Increased 52 |
TJX COS INC NEW | 5.1M | $336M | 1.7% | $42.65 | +43.89% | 12 qtrssince 2018-Q4 | Increased 51 |
AMERICAN EXPRESS CO | 1.8M | $299.3M | 1.5% | $86.54 | +82.17% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 106,315 | $283.4M | 1.4% | $52.05 | +153.65% | 12 qtrssince 2018-Q4 | Increased 49 |
MERCK & CO INC | 3.7M | $278.7M | 1.4% | $60.02 | +7.39% | 12 qtrssince 2018-Q4 | Increased 51 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $20.2B across 672 positions as of Q3 2021. Top holdings: MSFT (4.7%), AAPL (3.1%), UNH (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 95 new positions, 127 exits, 304 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $20.2B across 672 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
Verify source filings on SEC EDGAR