Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings794 positions
Microsoft Corp | 3.1M | $682.3M | 4.2% | $97.99 | +116.42% | 9 qtrssince 2018-Q4 | Increased 60 |
Apple Inc | 4.4M | $577.9M | 3.5% | $37.39 | +244.48% | 9 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 1.6M | $548.4M | 3.4% | $217.60 | +45.67% | 9 qtrssince 2018-Q4 | Decreased 0 |
Coca-Cola Co/The | 9.4M | $512.9M | 3.2% | $38.64 | +19.79% | 9 qtrssince 2018-Q4 | Increased 59 |
US Bancorp | 9.7M | $450M | 2.8% | $30.75 | +18.89% | 9 qtrssince 2018-Q4 | Increased 54 |
Accenture PLC | 1.7M | $441.9M | 2.7% | $129.16 | +84.44% | 9 qtrssince 2018-Q4 | Decreased 0 |
Oracle Corp | 6.5M | $422.8M | 2.6% | $40.75 | +47.02% | 9 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 2.3M | $367.3M | 2.3% | $107.78 | +24.68% | 9 qtrssince 2018-Q4 | Decreased 0 |
Wells Fargo & Co | 11.8M | $356.5M | 2.2% | $31.62 | -16.31% | 9 qtrssince 2018-Q4 | Increased 67 |
Medtronic PLC | 3M | $353M | 2.2% | $73.13 | +34.48% | 9 qtrssince 2018-Q4 | Decreased 0 |
Alibaba Group Holding Ltd | 1.5M | $346.7M | 2.1% | $160.27 | +41.26% | 9 qtrssince 2018-Q4 | Increased 54 |
TJX Cos Inc/The | 4.8M | $330.6M | 2.0% | $41.64 | +50.87% | 9 qtrssince 2018-Q4 | Increased 53 |
Anthem Inc | 1M | $328.9M | 2.0% | $236.58 | +24.99% | 9 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 1.2M | $321.9M | 2.0% | $139.36 | +94.15% | 9 qtrssince 2018-Q4 | Decreased 0 |
Lam Research Corp | 674,778 | $318.7M | 2.0% | — | — | — | Decreased 0 |
Texas Instruments Inc | 1.9M | $313.9M | 1.9% | $78.89 | +77.51% | 9 qtrssince 2018-Q4 | Decreased 0 |
American Express Co | 2.6M | $313M | 1.9% | $86.54 | +30.28% | 9 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 173,275 | $303.7M | 1.9% | $55.32 | +56.90% | 9 qtrssince 2018-Q4 | Increased 53 |
3M Co | 1.7M | $288.5M | 1.8% | $121.65 | -0.91% | 9 qtrssince 2018-Q4 | Increased 49 |
Cisco Systems Inc/Delaware | 5.9M | $266.2M | 1.6% | $34.13 | +11.51% | 9 qtrssince 2018-Q4 | Increased 49 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $16.3B across 794 positions as of Q4 2020. Top holdings: MSFT (4.2%), AAPL (3.5%), UNH (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 167 new positions, 134 exits, 172 increased. Top move: WFC (INCREASED, conviction 67). Portfolio: $16.3B across 794 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR