GU

GMO U.S. Equity Fund | GMUEX

Mutual Fund
GMO TRUST
Last update 2025-06-17 148 Stocks (20 new)
Value $146.00 Mil Turnover 21 %
Countries:
Top Holdings: AAPL(6.74%)META(4.95%)NVDA(4.42%)AMZN(4.39%)MSFT(4.38%)
Summary Stock Picks Current Portfolio
GMO U.S. Equity Fund Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
40,610
9,821.1
+2.87%
6.740
+0.19%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
META
Meta Platforms Inc
10,792
7,211.2
+17.44%
4.950
+0.74%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
NVDA
NVIDIA Corp
51,608
6,446.9
+9.95%
4.420
+0.40%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
30,133
6,396.6
+15.90%
4.390
+0.60%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
MSFT
Microsoft Corp
16,073
6,380.8
+10.51%
4.380
+0.42%
0.000
+38.94%
+21.47%
3,790,969.0
Software
GOOGL
Alphabet Inc
27,162
4,625.1
+22.92%
3.170
+0.59%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
CSCO
Cisco Systems Inc
68,025
4,361.1
+10.50%
2.990
+0.28%
0.000
+22.77%
+17.21%
269,477.9
Hardware
IBM
International Business Machines Corp
International Business Machines Corp
16,981
4,286.7
+8.31%
2.940
+0.23%
0.000
+20.50%
+31.78%
265,686.6
Software
GOOG
Alphabet Inc
20,757
3,574.8
-8.21%
2.450
-0.22%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
GM
General Motors Co
66,697
3,276.8
+26.09%
2.250
+0.47%
0.010
+19.79%
+0.48%
51,167.6
Vehicles & Parts

GMO U.S. Equity Fund's Historical Top Holdings Breakdowns

GMO U.S. Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WMT
Walmart Inc
2025-02-28
Add
Add
+1.31%
●
90 ($95.57) 105.05
$95.05
-0.54%
Add 206.43%
28,657
19,305
PYPL
PayPal Holdings Inc
2025-02-28
Add
Add
+1.24%
●
70.73 ($84.71) 91.81
$74.17
-12.44%
Add 1694.71%
26,813
25,319
ANET
Arista Networks Inc
2025-02-28
Reduce
Reduce
-0.98%
●
91.57 ($110.63) 129.82
$111.78
1.04%
Reduce -92.81%
1,055
-13,613
ZM
Zoom Communications Inc
2025-02-28
Add
Add
+0.90%
●
72.88 ($82.84) 88.64
$74.85
-9.65%
Add 127.17%
31,633
17,708
HPE
Hewlett Packard Enterprise Co
2025-02-28
Add
Add
+0.88%
●
19.81 ($21.8) 24.42
$21.11
-3.17%
Add 1009.22%
71,711
65,246
BAC
Bank of America Corp
2025-02-28
Reduce
Reduce
-0.82%
●
43.38 ($45.79) 47.74
$47.32
3.34%
Reduce -43.84%
31,009
-24,208
CBRE
CBRE Group Inc
2025-02-28
Reduce
Reduce
-0.80%
●
123.56 ($137.12) 147.13
$139.47
1.71%
Reduce -61.48%
5,015
-8,005
META
Meta Platforms Inc
2025-02-28
Add
Add
+0.74%
●
574.32 ($643.79) 736.67
$704.28
9.40%
Add 17.44%
10,792
1,603
ACGL
Arch Capital Group Ltd
2025-02-28
Reduce
Reduce
-0.69%
●
88.13 ($92.73) 100.72
$88.35
-4.72%
Reduce -61.16%
6,066
-9,553
CMI
Cummins Inc
2025-02-28
Add
Add
+0.67%
●
347.65 ($364.38) 386.07
$350.40
-3.84%
Add 44.85%
8,607
2,665

GMO U.S. Equity Fund Total Holding History ($B)

To

GMO U.S. Equity Fund's Asset Allocation

To

GMO U.S. Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GMO U.S. Equity Fund's Hypothetical Growth since 2025-02-28

GMO U.S. Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

GMO U.S. Equity Fund's Holdings Heat Map

Size field:

GMO U.S. Equity Fund's Holdings Bubble Chart

GMO U.S. Equity Fund News

  • 1

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