Jeremy Grantham Portfolio 2023
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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 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.
Track Grantham, It's Free!Performance
1 Year
+2.47%
3 Years
-4.59%
5 Years
+48.97%
10 years
+213.80%
Sectors
Largest Holdings
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Trades
Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.3%
- (Buy) $37.75 ― +946.9% →$395.15 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)
- Sector: All Other Telecommunications
- % of Portfolio: 4.1%
- (Buy) $56.97 ― +179.5% →$159.25 (Now)
Unitedhealth Group Inc (UNH)
- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 3.9%
- (Buy) $115.69 ― +392.7% →$569.96 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 3.7%
- (Buy) $180.50 ― +163.6% →$475.73 (Now)
Apple Inc (AAPL)
- Sector: Electronic Computer Manufacturing
- % of Portfolio: 3.6%
- (Buy) $26.85 ― +679.3% →$209.27 (Now)
Johnson & Johnson (JNJ)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.9%
- (Buy) $88.78 ― +81.6% →$161.25 (Now)
Coca-Cola Co (KO)
- Sector: Soft Drink Manufacturing
- % of Portfolio: 2.8%
- (Buy) $42.17 ― +61.5% →$68.10 (Now)
Oracle Corp. (ORCL)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.6%
- (Buy) $37.31 ― +242.7% →$127.86 (Now)
Texas Instruments Inc. (TXN)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.6%
- (Buy) $118.73 ― +52.6% →$181.19 (Now)
Amazon.com Inc. (AMZN)
- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 2.5%
- (Buy) $117.75 ― +36.7% →$161.02 (Now)
Anthem Inc (ANTM)
- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 2.3%
- (Buy) $189.26 ― +155.0% →$482.58 (Now)
Intuitive Surgical Inc (ISRG)
- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 2.2%
- (Buy) $284.04 ― +54.2% →$438.00 (Now)
Accenture plc - Ordinary Shares - Class A (ACN)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.2%
- (Buy) $115.02 ― +172.8% →$313.74 (Now)
Abbott Laboratories (ABT)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.2%
- (Buy) $48.36 ― +124.6% →$108.63 (Now)
Lam Research Corp. (LRCX)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.1%
- (Buy) $438.17 ― +75.8% →$770.39 (Now)
TJX Companies, Inc. (TJX)
- Sector: Family Clothing Stores
- % of Portfolio: 2.1%
- (Buy) $37.82 ― +187.9% →$108.89 (Now)
Merck & Co Inc (MRK)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.0%
- (Buy) $76.17 ― +47.4% →$112.31 (Now)
Lilly(Eli) & Co (LLY)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.0%
- (Buy) $72.08 ― +975.5% →$775.26 (Now)
Salesforce Inc (CRM)
- Sector: Software Publishers
- % of Portfolio: 1.8%
- (Buy) $222.46 ― +7.4% →$239.01 (Now)
Wells Fargo & Co. (WFC)
- Sector: Commercial Banking
- % of Portfolio: 1.7%
- (Buy) $44.54 ― +17.0% →$52.12 (Now)
KLA Corp. (KLAC)
- Sector: Optical Instrument and Lens Manufacturing
- % of Portfolio: 1.7%
- (Buy) $354.78 ― +98.3% →$703.48 (Now)
U.S. Bancorp. (USB)
- Sector: Commercial Banking
- % of Portfolio: 1.7%
- (Buy) $46.39 ― -12.0% →$40.80 (Now)
Otis Worldwide Corp (OTIS)
- Sector: Iron and Steel Forging
- % of Portfolio: 1.6%
- (Buy) $70.12 ― +33.2% →$93.42 (Now)
Visa Inc - Ordinary Shares - Class A (V)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.6%
- (Buy) $183.16 ― +40.0% →$256.44 (Now)
Cigna Group (The) (CI)
- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 1.2%
- (Buy) $250.29 ― +30.1% →$325.71 (Now)
Constellation Brands Inc - Ordinary Shares - Class A (STZ)
- Sector: Wineries
- % of Portfolio: 1.1%
- (Buy) $237.76 ― -0.6% →$236.42 (Now)
Quest Diagnostics, Inc. (DGX)
- Sector: Dental Laboratories
- % of Portfolio: 1.1%
- (Buy) $113.36 ― +28.6% →$145.79 (Now)
American Express Co. (AXP)
- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 1.1%
- (Buy) $76.25 ― +196.3% →$225.92 (Now)
GE Aerospace (GE)
- Sector: Aircraft Engine and Engine Parts Manufacturing
- % of Portfolio: 1.1%
- (Buy) $119.23 ― +32.8% →$158.36 (Now)
Sunrun Inc (RUN)
- Sector: Solar Electric Power Generation
- % of Portfolio: 0.9%
- (Buy) $25.50 ― -35.2% →$16.53 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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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
+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%
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 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.
Track Grantham
Don't miss a trade. Get notified when Jeremy Grantham makes his next trade, It's Free!