Titelia

Holdings of GMO Benchmark-Free Fund

GMO TRUST · Original filing · Compare with another fund · Report an error

Net assets
1.3B $ including 1B $ in equities, 79.2 %
Positions
948 in 49 countries
Top ten
23.3 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Banco Bradesco SA 217,100777.9K $0.06 %
302Mazda Motor Corp 87,200772.2K $0.06 %
303Tenaris SA 28,246772.1K $0.06 %
304Starts Corp Inc 22,200759.3K $0.06 %
305Lion Finance Group PLC 4,859758.7K $0.06 %
306Barrick Mining Corp 14,801751K $0.06 %
307Macnica Holdings Inc 42,300747.6K $0.06 %
308Japan Post Holdings Co Ltd 57,400747.5K $0.06 %
309PNC Financial Services Group Inc/The 3,515746.4K $0.06 %
310B2Gold Corp 120,280739.1K $0.06 %
311ROCKWOOL A/S 21,948727.7K $0.06 %
312Asahi Group Holdings Ltd 66,400722.9K $0.06 %
313Tokyo Steel Manufacturing Co Ltd 69,300718.4K $0.06 %
314Progressive Corp/The 3,345714.7K $0.06 %
315Indofood Sukses Makmur Tbk PT 1,849,200711.1K $0.05 %
316STMicroelectronics NV 21,156711.1K $0.05 %
317SBM Offshore NV 18,401710.9K $0.05 %
318Alimentation Couche-Tard Inc 11,700710K $0.05 %
319Phison Electronics Corp 12,000708.9K $0.05 %
320Acerinox SA 44,527708.1K $0.05 %
321Daimler Truck Holding AG 13,911701.9K $0.05 %
322Kawasaki Kisen Kaisha Ltd 43,500699.3K $0.05 %
323Parex Resources Inc 43,800685.2K $0.05 %
324Kyocera Corp 38,600681.7K $0.05 %
325Canon Marketing Japan Inc 15,200680.9K $0.05 %
326Shriram Finance Ltd 56,969677.4K $0.05 %
327ConocoPhillips 5,969677.2K $0.05 %
328Kaneka Corp 20,000676K $0.05 %
329Valeo SE 46,482670.3K $0.05 %
330PepsiCo Inc 3,948670.1K $0.05 %
331Rohto Pharmaceutical Co Ltd 42,200661.2K $0.05 %
332Cyrela Brazil Realty SA Empreendimentos e Participacoes 110,200660.1K $0.05 %
333Richter Gedeon Nyrt 17,461655K $0.05 %
334Boliden AB 8,256654.4K $0.05 %
335Woodside Energy Group Ltd 31,998653.3K $0.05 %
336Intel Corp 14,306652.5K $0.05 %
337Suzuki Motor Corp 41,800632.2K $0.05 %
338Samsung E&A Co Ltd 24,998632K $0.05 %
339Magnum Ice Cream Co NV/The 39,729630.7K $0.05 %
340KDDI Corp 36,400625.3K $0.05 %
341Fresenius Medical Care AG 13,423625.2K $0.05 %
342China Overseas Land & Investment Ltd 340,000621.1K $0.05 %
343Koninklijke Ahold Delhaize NV 12,392612.3K $0.05 %
344E.ON SE 26,312612K $0.05 %
345Plus500 Ltd 11,290608K $0.05 %
346BlueScope Steel Ltd 30,252602.6K $0.05 %
347SKF AB 21,042601.5K $0.05 %
348NMDC Ltd 670,513601.2K $0.05 %
349Niterra Co Ltd 11,900600.1K $0.05 %
350Proximus SADP 72,425597.3K $0.05 %
351GSK PLC 19,945592.6K $0.05 %
352Saudi Telecom Co 53,085591.4K $0.05 %
353SITC International Holdings Co Ltd 136,000580.1K $0.04 %
354Banco Comercial Portugues SA 549,001576.6K $0.04 %
355APERAM SA 10,758565K $0.04 %
356BOC Hong Kong Holdings Ltd 98,500563.4K $0.04 %
357Bosideng International Holdings Ltd 906,000561.6K $0.04 %
358KT&G Corp 4,926558.1K $0.04 %
359Chubb Ltd 1,631555.9K $0.04 %
360Continental AG 6,411552.5K $0.04 %
361Sinopec Engineering Group Co Ltd 543,000549K $0.04 %
362Sandoz Group AG 6,200545.7K $0.04 %
363Glory Ltd 20,500545.6K $0.04 %
364Hoegh Autoliners ASA 38,535536.8K $0.04 %
365Rubis SCA 12,461536K $0.04 %
366AP Moller - Maersk A/S 216529.1K $0.04 %
367Expedia Group Inc 2,434525K $0.04 %
368Saigon - Hanoi Commercial Joint Stock Bank 857,000524.8K $0.04 %
369MOL Hungarian Oil & Gas PLC 46,742517.4K $0.04 %
370Fairfax Financial Holdings Ltd 300516.3K $0.04 %
371Manappuram Finance Ltd 165,810514.5K $0.04 %
372Perusahaan Gas Negara Persero Tbk PT 3,579,400510K $0.04 %
373Gilead Sciences Inc 3,421509.6K $0.04 %
374STMicroelectronics NV 15,188506.2K $0.04 %
375Canadian Imperial Bank of Commerce 5,000505.1K $0.04 %
376Carrefour SA 26,509502.8K $0.04 %
377Seiko Epson Corp 36,700497K $0.04 %
378Kumiai Chemical Industry Co Ltd 105,700497K $0.04 %
379LG Corp 6,639496.8K $0.04 %
380China Railway Group Ltd 750,000496.3K $0.04 %
381Sonae SGPS SA 206,269491.2K $0.04 %
382Hankook Tire & Technology Co Ltd 9,696491.1K $0.04 %
383Bankinter SA 29,458488.8K $0.04 %
384Iwatani Corp 36,900486.4K $0.04 %
385AviChina Industry & Technology Co Ltd 884,000480K $0.04 %
386Asahi Kasei Corp 40,600478.5K $0.04 %
387Doosan Bobcat Inc 10,584477.3K $0.04 %
388Noor Financial Investment Co KSC 359,395473.6K $0.04 %
389Edison International 6,282469.5K $0.04 %
390Ashapura Minechem Ltd 78,549469.4K $0.04 %
391Valmet Oyj 13,744460.2K $0.04 %
392Truist Financial Corp 9,263456.8K $0.04 %
393Asustek Computer Inc 27,000456.2K $0.04 %
394IDOM Inc 46,100453.8K $0.04 %
395Aflac Inc 4,005452.3K $0.03 %
396Kroger Co/The 6,625452.1K $0.03 %
397Sakata INX Corp 26,300451.1K $0.03 %
398Humana Inc 2,333444.5K $0.03 %
399San-Ai Obbli Co Ltd 26,800440.5K $0.03 %
400Schroders PLC 55,836439.7K $0.03 %

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Sector breakdown

  • Financials 6.5 %
  • Technology 5.3 %
  • Health care 4.6 %
  • Industrials 2.3 %
  • Materials 2.3 %
  • Consumer discretionary 1.7 %
  • Communication 1.6 %
  • Energy 1.3 %
  • Consumer staples 1.2 %
  • Utilities 0.1 %
  • Unattributed 73.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 45.7 %
  • JPY 20.0 %
  • EUR 9.4 %
  • TWD 3.7 %
  • KRW 3.7 %
  • HKD 3.5 %
  • GBP 1.9 %
  • CAD 1.6 %
  • AUD 1.4 %
  • THB 1.3 %
  • CHF 1.1 %
  • INR 0.9 %
  • NOK 0.9 %
  • SEK 0.9 %
  • ILS 0.7 %
  • SGD 0.7 %
  • DKK 0.5 %
  • HUF 0.5 %
  • IDR 0.5 %
  • SAR 0.3 %
  • PLN 0.2 %
  • BRL 0.2 %
  • AED 0.1 %
  • MXN 0.1 %
  • VND 0.1 %
  • TRY 0.1 %
  • KWD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 40.3 %
  • Japan 20.1 %
  • South Korea 3.7 %
  • Canada 3.7 %
  • Taiwan 3.7 %
  • United Kingdom 2.9 %
  • Hong Kong SAR China 2.5 %
  • Netherlands 2.1 %
  • France 2.0 %
  • Spain 1.8 %
  • Germany 1.6 %
  • Australia 1.4 %
  • Other countries 13.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States201413.9M $40.32 %
2Japan219206.3M $20.10 %
3South Korea2438.5M $3.75 %
4Canada3638.5M $3.75 %
5Taiwan2738.1M $3.71 %
6United Kingdom3630.1M $2.94 %
7Hong Kong SAR China3826M $2.53 %
8Netherlands1822.1M $2.15 %
9France2520.4M $1.98 %
10Spain1218.9M $1.84 %
11Germany1816.9M $1.64 %
12Australia2314.5M $1.42 %
Cite this page

Titelia. "Holdings of GMO Benchmark-Free Fund". https://titelia.com/en/funds/S000033464