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Jeremy Grantham profile
Jeremy Grantham profile

Jeremy Grantham

GMO Asset Management Holdings Strategy: Value Investor, Short Seller, Long Term Investor

Grantham is a value investor and co-founded GMO in 1977. GMO is one of the top long-term investment firms. They offer different mutual funds for wealthy investors. The minimum investment size is $5 million. Grantham is known for his predictions of stock market bubbles. He foresaw the dot-com implosion and got out of Japanese stocks in the 1990s before the economy stagnated. Jeremy Grantham, a renowned investor, notably prioritizes substantial and established tech giants in his investment portfolio. Microsoft Corporation holds a significant position, reflecting confidence in its enduring software dominance and cloud services growth. Similarly, Meta Platforms Inc - Ordinary Shares - Class A emphasizes Grantham's bet on social media's expansive reach and VR/AR technologies impacting future communication. UnitedHealth Group Inc showcases an investment preference for stability within the ever-essential healthcare sector, banking on demographic trends and systemic health reforms.The inclusion of Alphabet Inc - Ordinary Shares - Class A aligns with Grantham's focus on innovative market leaders, leveraging Google's search engine supremacy and forefront status in AI development. Lastly, Amazon.com Inc.'s presence echoes a strategic approach to online retail and cloud computing through AWS, foresight into e-commerce evolution, and diversified business models. These top stocks signal Jeremy Grantham's strategic selections aimed at long-term value creation within dynamic sectors poised for sustainable growth.

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Jeremy Grantham Portfolio 2023

Performance

1 Year

+2.47%

3 Years

-4.59%

5 Years

+48.97%

10 years

+213.80%

Sectors

Largest Holdings

Trades

  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 5.3%
  • (Buy) $37.75 ― +946.9% →$395.15 (Now)
Last trade: Q1 2024 Increased shares by 20.0%
Last trade: Q1 2024 Increased shares by 34.7%
  • Unitedhealth Group Inc Unitedhealth Group Inc (UNH)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: 3.9%
  • (Buy) $115.69 ― +392.7% →$569.96 (Now)
Last trade: Q1 2024 Increased shares by 14.0%
Last trade: Q1 2024 Increased shares by 9.5%
  • Apple Inc Apple Inc (AAPL)
  • Sector: Electronic Computer Manufacturing
  • % of Portfolio: 3.6%
  • (Buy) $26.85 ― +679.3% →$209.27 (Now)
Last trade: Q1 2024 Increased shares by 41.9%
  • Johnson & Johnson Johnson & Johnson (JNJ)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 2.9%
  • (Buy) $88.78 ― +81.6% →$161.25 (Now)
Last trade: Q1 2024 Increased shares by 21.1%
  • Coca-Cola Co Coca-Cola Co (KO)
  • Sector: Soft Drink Manufacturing
  • % of Portfolio: 2.8%
  • (Buy) $42.17 ― +61.5% →$68.10 (Now)
Last trade: Q1 2024 Increased shares by 33.1%
  • Oracle Corp. Oracle Corp. (ORCL)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 2.6%
  • (Buy) $37.31 ― +242.7% →$127.86 (Now)
Last trade: Q1 2024 Increased shares by 20.0%
  • Texas Instruments Inc. Texas Instruments Inc. (TXN)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 2.6%
  • (Buy) $118.73 ― +52.6% →$181.19 (Now)
Last trade: Q1 2024 Increased shares by 21.2%
  • Amazon.com Inc. Amazon.com Inc. (AMZN)
  • Sector: Electronic Shopping and Mail-Order Houses
  • % of Portfolio: 2.5%
  • (Buy) $117.75 ― +36.7% →$161.02 (Now)
Last trade: Q1 2024 Increased shares by 3.9%
  • Anthem Inc Anthem Inc (ANTM)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: 2.3%
  • (Buy) $189.26 ― +155.0% →$482.58 (Now)
Last trade: Q1 2024 Increased shares by 35.8%
  • Intuitive Surgical Inc Intuitive Surgical Inc (ISRG)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 2.2%
  • (Buy) $284.04 ― +54.2% →$438.00 (Now)
Last trade: Q1 2024 Increased shares by 20.2%
Last trade: Q1 2024 Increased shares by 18.2%
  • Abbott Laboratories Abbott Laboratories (ABT)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 2.2%
  • (Buy) $48.36 ― +124.6% →$108.63 (Now)
Last trade: Q1 2024 Increased shares by 23.6%
  • Lam Research Corp. Lam Research Corp. (LRCX)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 2.1%
  • (Buy) $438.17 ― +75.8% →$770.39 (Now)
Last trade: Q1 2024 Increased shares by 17.4%
  • TJX Companies, Inc. TJX Companies, Inc. (TJX)
  • Sector: Family Clothing Stores
  • % of Portfolio: 2.1%
  • (Buy) $37.82 ― +187.9% →$108.89 (Now)
Last trade: Q1 2024 Increased shares by 19.6%
  • Merck & Co Inc Merck & Co Inc (MRK)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 2.0%
  • (Buy) $76.17 ― +47.4% →$112.31 (Now)
Last trade: Q1 2024 Increased shares by 17.4%
  • Lilly(Eli) & Co Lilly(Eli) & Co (LLY)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 2.0%
  • (Buy) $72.08 ― +975.5% →$775.26 (Now)
Last trade: Q1 2024 Sold 0.9% shares
  • Salesforce Inc Salesforce Inc (CRM)
  • Sector: Software Publishers
  • % of Portfolio: 1.8%
  • (Buy) $222.46 ― +7.4% →$239.01 (Now)
Last trade: Q1 2024 Increased shares by 18.5%
  • Wells Fargo & Co. Wells Fargo & Co. (WFC)
  • Sector: Commercial Banking
  • % of Portfolio: 1.7%
  • (Buy) $44.54 ― +17.0% →$52.12 (Now)
Last trade: Q1 2024 Increased shares by 20.9%
  • KLA Corp. KLA Corp. (KLAC)
  • Sector: Optical Instrument and Lens Manufacturing
  • % of Portfolio: 1.7%
  • (Buy) $354.78 ― +98.3% →$703.48 (Now)
Last trade: Q1 2024 Increased shares by 22.1%
  • U.S. Bancorp. U.S. Bancorp. (USB)
  • Sector: Commercial Banking
  • % of Portfolio: 1.7%
  • (Buy) $46.39 ― -12.0% →$40.80 (Now)
Last trade: Q1 2024 Increased shares by 39.8%
  • Otis Worldwide Corp Otis Worldwide Corp (OTIS)
  • Sector: Iron and Steel Forging
  • % of Portfolio: 1.6%
  • (Buy) $70.12 ― +33.2% →$93.42 (Now)
Last trade: Q1 2024 Increased shares by 19.4%
Last trade: Q1 2024 Increased shares by 18.9%
  • Cigna Group (The) Cigna Group (The) (CI)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: 1.2%
  • (Buy) $250.29 ― +30.1% →$325.71 (Now)
Last trade: Q1 2024 Increased shares by 39.0%
Last trade: Q1 2024 Increased shares by 31.2%
  • Quest Diagnostics, Inc. Quest Diagnostics, Inc. (DGX)
  • Sector: Dental Laboratories
  • % of Portfolio: 1.1%
  • (Buy) $113.36 ― +28.6% →$145.79 (Now)
Last trade: Q1 2024 Increased shares by 19.8%
  • American Express Co. American Express Co. (AXP)
  • Sector: Other Activities Related to Credit Intermediation
  • % of Portfolio: 1.1%
  • (Buy) $76.25 ― +196.3% →$225.92 (Now)
Last trade: Q1 2024 Increased shares by 8.0%
  • GE Aerospace GE Aerospace (GE)
  • Sector: Aircraft Engine and Engine Parts Manufacturing
  • % of Portfolio: 1.1%
  • (Buy) $119.23 ― +32.8% →$158.36 (Now)
Last trade: Q1 2024 Increased shares by 47.2%
  • Sunrun Inc Sunrun Inc (RUN)
  • Sector: Solar Electric Power Generation
  • % of Portfolio: 0.9%
  • (Buy) $25.50 ― -35.2% →$16.53 (Now)
Last trade: Q1 2024 Increased shares by 15.2%
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

Options

Can't find any put or calls that Jeremy Grantham has in Gmo Asset Management

Metrics

Performance

1 Year

+2.47%

3 Years

-4.59%

5 Years

+48.97%

10 years

+213.80%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $618 Billion
  • Dividend Yield 1.43 %
  • Beta 0.9812
  • P/E Ratio 35.22
  • Negative P/E Ratio -37.85
  • Profit Margin NaN%
  • PEG 140.61
  • Price to Sales Ratio 5.66
  • Price to Book Ratio 10.2
  • Enterprise Value to EBIT: 265.09
  • Enterprise Value to Revenue NaN
  • Total Debt to Enterprise Value NaN
  • Debt to Equity NaN
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity NaN%
  • Return on Assets NaN%
  • Return on Invested Capital NaN%

About Jeremy Grantham

Grantham is a value investor and co-founded GMO in 1977. GMO is one of the top long-term investment firms. They offer different mutual funds for wealthy investors. The minimum investment size is $5 million. Grantham is known for his predictions of stock market bubbles. He foresaw the dot-com implosion and got out of Japanese stocks in the 1990s before the economy stagnated. Jeremy Grantham, a renowned investor, notably prioritizes substantial and established tech giants in his investment portfolio. Microsoft Corporation holds a significant position, reflecting confidence in its enduring software dominance and cloud services growth. Similarly, Meta Platforms Inc - Ordinary Shares - Class A emphasizes Grantham's bet on social media's expansive reach and VR/AR technologies impacting future communication. UnitedHealth Group Inc showcases an investment preference for stability within the ever-essential healthcare sector, banking on demographic trends and systemic health reforms.The inclusion of Alphabet Inc - Ordinary Shares - Class A aligns with Grantham's focus on innovative market leaders, leveraging Google's search engine supremacy and forefront status in AI development. Lastly, Amazon.com Inc.'s presence echoes a strategic approach to online retail and cloud computing through AWS, foresight into e-commerce evolution, and diversified business models. These top stocks signal Jeremy Grantham's strategic selections aimed at long-term value creation within dynamic sectors poised for sustainable growth.

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