Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings794 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.1M | $682.3M | 4.2% | $97.52 | +118.11% | 9 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 4.4M | $577.9M | 3.5% | $85.85 | +50.04% | 9 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $548.4M | 3.4% | $219.65 | +44.77% | 9 qtrssince 2018-Q4 | Decreased 0 |
COCA-COLA CO/THE | 9.4M | $512.9M | 3.2% | $39.41 | +18.85% | 9 qtrssince 2018-Q4 | Increased 59 |
US BANCORP | 9.7M | $450M | 2.8% | $31.69 | +17.53% | 9 qtrssince 2018-Q4 | Increased 54 |
ACCENTURE PLC-CL A | 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% | $108.21 | +25.11% | 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% | $74.14 | +35.29% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 1.5M | $346.7M | 2.1% | $160.27 | +41.26% | 9 qtrssince 2018-Q4 | Increased 54 |
TJX COMPANIES INC | 4.8M | $330.6M | 2.0% | $41.64 | +50.87% | 9 qtrssince 2018-Q4 | Increased 53 |
ANTHEM INC | 1M | $328.9M | 2.0% | $237.44 | +23.59% | 9 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $321.9M | 2.0% | $141.18 | +91.23% | 9 qtrssince 2018-Q4 | Decreased 0 |
LAM RESEARCH CORP | 674,778 | $318.7M | 2.0% | — | — | — | — |
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-CL A | 173,275 | $303.7M | 1.9% | $55.44 | +55.42% | 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 | 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 Rating: 3/5.0.
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
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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