Jeremy Grantham Portfolio 2023
Jeremy Grantham
GMO Asset Management Holdings Strategy: Value Investor, Short Seller, Long Term InvestorGrantham 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 prominent investor known for his keen market insights, has diversified his investment portfolio with a selection of stocks that underscore his strategic approach to investing. Leading Grantham’s portfolio is Microsoft Corporation, making up 5.3% of his investments. This reflects confidence in the tech giant's longevity and its innovative capabilities. Following closely, Meta Platforms Inc - Ordinary Shares - Class A represents 4.0% of his portfolio, indicating a bullish stance on social media and digital platforms' growth potential. Unitedhealth Group Inc holds the third position at 3.3%, underscoring an emphasis on the healthcare sector's resilience and growth prospects. Amazon.com Inc., with a 3.0% share, highlights the importance of e-commerce and cloud computing services in today's digital economy within Grantham's investment strategy. Alphabet Inc - Ordinary Shares - Class A, accounting for 2.9% of the portfolio, further demonstrates Grantham’s inclination towards technology and digital innovation leaders. These top five stock investments illustrate Jeremy Grantham’s focus on companies poised for long-term growth across tech, health, and digital marketplace sectors, offering insightful cues for potential investors regarding robust sectors and companies worth considering for resilient portfolios.
Track Grantham, It's Free!Performance
1 Year
+17.95%
3 Years
+8.35%
5 Years
+58.01%
10 years
+238.12%
Sectors
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Largest Holdings
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Trades
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.2%
- (Buy) $34.61 ― +1082.1% →$409.14 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.0%
- (Buy) $165.82 ― +208.9% →$512.19 (Now)
Unitedhealth Group Inc (UNH)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 3.2%
- (Buy) $108.08 ― +343.0% →$478.78 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 2.9%
- (Buy) $116.21 ― +52.2% →$176.82 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 2.9%
- (Buy) $48.08 ― +179.5% →$134.38 (Now)
Johnson & Johnson (JNJ)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.7%
- (Buy) $86.78 ― +83.1% →$158.87 (Now)
Lam Research Corp. (LRCX)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.7%
- (Buy) $380.03 ― +161.7% →$994.57 (Now)
Accenture plc - Ordinary Shares - Class A (ACN)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.6%
- (Buy) $103.10 ― +275.3% →$386.91 (Now)
Texas Instruments Inc. (TXN)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.4%
- (Buy) $112.25 ― +56.1% →$175.27 (Now)
Apple Inc (AAPL)- Sector: Electronic Computer Manufacturing
- % of Portfolio: 2.3%
- (Buy) $23.40 ― +622.1% →$169.00 (Now)
Lilly(Eli) & Co (LLY)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.3%
- (Buy) $72.08 ― +982.3% →$780.16 (Now)
Abbott Laboratories (ABT)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.2%
- (Buy) $45.59 ― +165.2% →$120.92 (Now)
Oracle Corp. (ORCL)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.2%
- (Buy) $36.01 ― +218.1% →$114.54 (Now)
Salesforce Inc (CRM)- Sector: Software Publishers
- % of Portfolio: 2.1%
- (Buy) $210.52 ― +43.7% →$302.42 (Now)
Merck & Co Inc (MRK)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.1%
- (Buy) $71.25 ― +74.0% →$123.99 (Now)
Coca-Cola Co (KO)- Sector: Soft Drink Manufacturing
- % of Portfolio: 2.1%
- (Buy) $41.35 ― +43.7% →$59.44 (Now)
Intuitive Surgical Inc (ISRG)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 1.9%
- (Buy) $265.40 ― +48.0% →$392.68 (Now)
Anthem Inc (ANTM)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 1.9%
- (Buy) $189.26 ― +155.0% →$482.58 (Now)
Wells Fargo & Co. (WFC)- Sector: Commercial Banking
- % of Portfolio: 1.8%
- (Buy) $43.74 ― +30.3% →$57.00 (Now)
TJX Companies, Inc. (TJX)- Sector: Family Clothing Stores
- % of Portfolio: 1.8%
- (Buy) $34.26 ― +179.5% →$95.76 (Now)
KLA Corp. (KLAC)- Sector: Optical Instrument and Lens Manufacturing
- % of Portfolio: 1.7%
- (Buy) $302.50 ― +139.1% →$723.26 (Now)
Visa Inc - Ordinary Shares - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.6%
- (Buy) $170.55 ― +63.2% →$278.26 (Now)
Otis Worldwide Corp (OTIS)- Sector: Iron and Steel Forging
- % of Portfolio: 1.6%
- (Buy) $66.04 ― +46.8% →$96.94 (Now)
U.S. Bancorp. (USB)- Sector: Commercial Banking
- % of Portfolio: 1.5%
- (Buy) $47.37 ― -8.5% →$43.34 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 1.1%
- (Buy) $75.30 ― +196.7% →$223.42 (Now)
Constellation Brands Inc - Ordinary Shares - Class A (STZ)- Sector: Wineries
- % of Portfolio: 1.1%
- (Buy) $233.48 ― +9.3% →$255.30 (Now)
Cigna Group (The) (CI)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 1.0%
- (Buy) $229.40 ― +49.4% →$342.74 (Now)
Darling Ingredients Inc (DAR)- Sector: Rendering and Meat Byproduct Processing
- % of Portfolio: 1.0%
- (Buy) $61.61 ― -29.2% →$43.62 (Now)
Quest Diagnostics, Inc. (DGX)- Sector: Dental Laboratories
- % of Portfolio: 0.9%
- (Buy) $110.76 ― +15.0% →$127.39 (Now)
General Electric Co. (GE)- Sector: Aircraft Engine and Engine Parts Manufacturing
- % of Portfolio: 0.8%
- (Buy) $105.82 ― +57.3% →$166.50 (Now)
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Current Price |
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Options
Can't find any put or calls that Jeremy Grantham has in Gmo Asset Management
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Metrics
Performance
1 Year
+17.95%
3 Years
+8.35%
5 Years
+58.01%
10 years
+238.12%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $530 Billion
- Dividend Yield 1.56 %
- Beta 1.0463
- P/E Ratio 51.53
- Negative P/E Ratio -9.07
- Profit Margin 16.61%
- PEG 481.14
- Price to Sales Ratio 5.6
- Price to Book Ratio 11.65
- Enterprise Value to EBIT: 52.14
- Enterprise Value to Revenue 5.79
- Total Debt to Enterprise Value 0.17
- Debt to Equity 0.9662
- Quarterly Earnings Growth (YoY) -
- Return on Equity 24.55%
- Return on Assets 10.12%
- Return on Invested Capital 18.70%
Track Grantham
Don't miss a trade. Get notified when Jeremy Grantham makes his next trade, It's Free!
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 prominent investor known for his keen market insights, has diversified his investment portfolio with a selection of stocks that underscore his strategic approach to investing. Leading Grantham’s portfolio is Microsoft Corporation, making up 5.3% of his investments. This reflects confidence in the tech giant's longevity and its innovative capabilities. Following closely, Meta Platforms Inc - Ordinary Shares - Class A represents 4.0% of his portfolio, indicating a bullish stance on social media and digital platforms' growth potential. Unitedhealth Group Inc holds the third position at 3.3%, underscoring an emphasis on the healthcare sector's resilience and growth prospects. Amazon.com Inc., with a 3.0% share, highlights the importance of e-commerce and cloud computing services in today's digital economy within Grantham's investment strategy. Alphabet Inc - Ordinary Shares - Class A, accounting for 2.9% of the portfolio, further demonstrates Grantham’s inclination towards technology and digital innovation leaders. These top five stock investments illustrate Jeremy Grantham’s focus on companies poised for long-term growth across tech, health, and digital marketplace sectors, offering insightful cues for potential investors regarding robust sectors and companies worth considering for resilient portfolios.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Grantham
Don't miss a trade. Get notified when Jeremy Grantham makes his next trade, It's Free!