GMO U.S. Opportunistic Value Fund

GMO U.S. Opportunistic Value Fund is a registered fund series of GMO TRUST (series S000079720). Net assets $324.2M as of 2026-05-31.

Profile

Advisers

Top holdings (166 reported)

Showing 15 of 166 holdings by value.

HoldingTickerValue% of fund
Meta Platforms Inc$16.7M516.06%
Alphabet Inc$12.6M387.51%
QUALCOMM Inc$10.9M334.88%
Merck & Co Inc$8.7M267.38%
Exxon Mobil Corp$8.3M257.37%
Verizon Communications Inc$7.7M236.16%
Bank of America Corp$7.0M214.74%
Pfizer Inc$6.8M209.38%
UnitedHealth Group Inc$6.5M201.65%
Johnson & Johnson$6.4M197.46%
Comcast Corp$6.1M187.90%
JPMorgan Chase & Co$5.5M169.38%
AT&T Inc$5.3M162.58%
Bristol-Myers Squibb Co$5.2M161.64%
Procter & Gamble Co/The$5.0M153.10%

Net asset history

Report dateNet assets
2026-05-31$324.2M
2026-02-28$319.5M
2025-11-30$324.0M
2025-08-31$317.7M
2025-05-31$416.1M
2025-02-28$484.3M
2024-11-30$559.6M
2024-08-31$557.4M

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