Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings485 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3M | $1.1B | 5.0% | $135.60 | +173.25% | 21 qtrssince 2018-Q4 | Increased 60 |
UNITEDHEALTH GROUP INC | 1.6M | $836.7M | 3.7% | $309.55 | +63.43% | 21 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC-CL A | 5.1M | $706.8M | 3.1% | $100.38 | +38.11% | 21 qtrssince 2018-Q4 | Increased 65 |
META PLATFORMS INC-CLASS A | 1.9M | $662.5M | 2.9% | $146.95 | +139.20% | 21 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4M | $624.8M | 2.8% | $128.08 | +15.10% | 21 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 3.2M | $615.4M | 2.7% | $93.36 | +103.75% | 21 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 3.9M | $596.6M | 2.6% | $96.08 | +58.15% | 21 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 1.6M | $557.2M | 2.5% | $173.98 | +95.72% | 21 qtrssince 2018-Q4 | Increased 55 |
TEXAS INSTRUMENTS INC | 3.2M | $544.7M | 2.4% | $117.69 | +34.14% | 21 qtrssince 2018-Q4 | Increased 66 |
LAM RESEARCH CORP | 631,258 | $494.4M | 2.2% | — | — | — | — |
COCA-COLA CO/THE | 8.3M | $490.5M | 2.2% | $44.49 | +24.84% | 21 qtrssince 2018-Q4 | Increased 64 |
ORACLE CORP | 4.6M | $483.8M | 2.1% | $45.33 | +126.93% | 21 qtrssince 2018-Q4 | Increased 55 |
ABBOTT LABORATORIES | 4.4M | $481.6M | 2.1% | $90.83 | +14.48% | 21 qtrssince 2018-Q4 | Increased 63 |
SALESFORCE.COM INC | 1.7M | $440.7M | 1.9% | $212.78 | +22.19% | 14 qtrssince 2020-Q3 | Increased 56 |
MERCK & CO. INC. | 4M | $438.9M | 1.9% | $71.09 | +43.88% | 21 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 918,761 | $433.3M | 1.9% | $290.94 | +56.90% | 21 qtrssince 2018-Q4 | Increased 51 |
TJX COMPANIES INC | 4.3M | $407.4M | 1.8% | $45.46 | +99.21% | 21 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 689,863 | $402.1M | 1.8% | $140.93 | +305.93% | 21 qtrssince 2018-Q4 | Increased 51 |
INTUITIVE SURGICAL INC | 1.1M | $383.4M | 1.7% | $266.21 | +26.73% | 7 qtrssince 2022-Q2 | Increased 60 |
WELLS FARGO & CO | 7.4M | $364M | 1.6% | $33.41 | +39.79% | 21 qtrssince 2018-Q4 | Decreased 0 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $22.7B across 485 positions as of Q4 2023. Top holdings: MSFT (5.0%), UNH (3.7%), GOOGL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 40 new positions, 127 exits, 168 increased. Top move: TXN (INCREASED, conviction 66). Portfolio: $22.7B across 485 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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