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.
Track Grantham, It's Free!Performance
1 Year
+6.31%
3 Years
+7.77%
5 Years
+49.21%
10 years
+204.37%
Sectors
Loading...
Largest Holdings
Loading...
Track Grantham
Don't miss a trade. Get notified when Jeremy Grantham makes his next trade, It's Free!
Trades
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.1%
- (Buy) $34.21 ― +1004.6% →$377.85 (Now)
Unitedhealth Group Inc (UNH)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 3.8%
- (Buy) $106.05 ― +412.7% →$543.76 (Now)
Meta Platforms Inc - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 3.0%
- (Buy) $165.82 ― +105.9% →$341.49 (Now)
Alphabet Inc - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 2.9%
- (Buy) $45.16 ― +206.7% →$138.49 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 2.8%
- (Buy) $116.21 ― +26.2% →$146.71 (Now)
Apple Inc (AAPL)- Sector: Electronic Computer Manufacturing
- % of Portfolio: 2.7%
- (Buy) $23.11 ― +728.0% →$191.31 (Now)
Johnson & Johnson (JNJ)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.6%
- (Buy) $86.23 ― +74.9% →$150.82 (Now)
Lam Research Corp. (LRCX)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.4%
- (Buy) $380.03 ― +88.8% →$717.46 (Now)
Oracle Corp. (ORCL)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.4%
- (Buy) $35.81 ― +224.6% →$116.24 (Now)
Accenture plc - Class A (ACN)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 2.4%
- (Buy) $101.57 ― +228.0% →$333.13 (Now)
Anthem Inc (ANTM)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 2.0%
- (Buy) $189.26 ― +155.0% →$482.58 (Now)
Merck & Co Inc (MRK)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.9%
- (Buy) $71.25 ― +42.7% →$101.68 (Now)
Coca-Cola Co (KO)- Sector: Soft Drink Manufacturing
- % of Portfolio: 1.9%
- (Buy) $40.98 ― +42.6% →$58.42 (Now)
Lilly(Eli) & Co (LLY)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.8%
- (Buy) $70.64 ― +742.4% →$595.09 (Now)
Texas Instruments Inc. (TXN)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.8%
- (Buy) $105.87 ― +45.4% →$153.93 (Now)
Abbott Laboratories (ABT)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.7%
- (Buy) $43.98 ― +133.5% →$102.70 (Now)
TJX Companies, Inc. (TJX)- Sector: Family Clothing Stores
- % of Portfolio: 1.7%
- (Buy) $33.52 ― +168.3% →$89.95 (Now)
Adobe Inc (ADBE)- Sector: Software Publishers
- % of Portfolio: 1.7%
- (Buy) $397.94 ― +55.7% →$619.72 (Now)
Visa Inc - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.6%
- (Buy) $168.23 ― +50.8% →$253.72 (Now)
Wells Fargo & Co. (WFC)- Sector: Commercial Banking
- % of Portfolio: 1.5%
- (Buy) $43.74 ― -2.2% →$42.78 (Now)
U.S. Bancorp. (USB)- Sector: Commercial Banking
- % of Portfolio: 1.5%
- (Buy) $47.37 ― -22.2% →$36.83 (Now)
Salesforce Inc (CRM)- Sector: Software Publishers
- % of Portfolio: 1.5%
- (Buy) $208.25 ― +7.5% →$223.84 (Now)
Otis Worldwide Corp (OTIS)- Sector: Iron and Steel Forging
- % of Portfolio: 1.3%
- (Buy) $64.01 ― +32.7% →$84.94 (Now)
KLA Corp. (KLAC)- Sector: Optical Instrument and Lens Manufacturing
- % of Portfolio: 1.3%
- (Buy) $295.70 ― +87.4% →$554.17 (Now)
Intuitive Surgical Inc (ISRG)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 1.3%
- (Buy) $257.17 ― +22.8% →$315.80 (Now)
Quest Diagnostics, Inc. (DGX)- Sector: Dental Laboratories
- % of Portfolio: 1.0%
- (Buy) $110.07 ― +23.3% →$135.75 (Now)
Darling Ingredients Inc (DAR)- Sector: Rendering and Meat Byproduct Processing
- % of Portfolio: 0.9%
- (Buy) $62.86 ― -31.2% →$43.23 (Now)
Cigna Group (The) (CI)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 0.9%
- (Buy) $227.88 ― +26.5% →$288.31 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 0.9%
- (Buy) $75.30 ― +117.5% →$163.79 (Now)
Constellation Brands Inc - Class A (STZ)- Sector: Wineries
- % of Portfolio: 0.9%
- (Buy) $232.63 ― +2.8% →$239.04 (Now)
| Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
|---|---|---|---|---|---|---|
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Options
Can't find any put or calls that Jeremy Grantham has in Gmo Asset Management
Track Grantham
Don't miss a trade. Get notified when Jeremy Grantham makes his next trade, It's Free!
Average Portfolio Company Metrics
- Market Cap: $458 Billion
- Dividend Yield 1.75 %
- Beta 1.0296
- P/E Ratio 30.59
- Negative P/E Ratio -20.44
- Profit Margin 15.52%
- PEG 1770.28
- Price to Sales Ratio 4.73
- Price to Book Ratio 8.01
- Enterprise Value to EBIT: 20.41
- Enterprise Value to Revenue 4.99
- Total Debt to Enterprise Value 0.21
- Debt to Equity 1.4679
- Quarterly Earnings Growth (YoY) -
- Return on Equity 31.14%
- Return on Assets 9.62%
- Return on Invested Capital 18.55%
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.
Track Grantham
Don't miss a trade. Get notified when Jeremy Grantham makes his next trade, It's Free!