GAAAX
GMO Opportunistic Income Fund
GMO TRUST

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
267
Top-10 weight
28.66%
Effective holdings ?
54
Crowding ?
23.7

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 U.S. Treasury Notes 109,150,000 $109.28M 8.69%
2 REPO DAIWA 88,001,109 $88.00M 7.00%
3 U.S. Treasury Floating Rate Notes 44,000,000 $44.00M 3.50%
4 COMM 2018-COR3 A3 26,327,712 $26.03M 2.07%
5 Eaton Vance CLO 2014-1R Ltd 20,239,199 $20.24M 1.61%
6 Towd Point Asset Trust 2021-SL1 17,741,000 $17.53M 1.39%
7 BMARK 2020-B20 A5 18,847,000 $17.00M 1.35%
8 COMM 2024-277P MORTGAGE TRUST SER 2024-277P CL A REGD 144A P/P 6.33800000 COMM 15,516,000 $16.39M 1.30%
9 BMARK 2019-B9 A5 16,000,000 $15.83M 1.26%
10 BMARK 2022-B34 A5 16,535,000 $15.68M 1.25%
11 FNCL 6 3/24 14,500,000 $14.87M 1.18%
12 BBCMS Mortgage Trust, Series 2018-TALL, Class A BBCMS 15,387,600 $14.78M 1.18%
13 SLM Student Loan Trust 2008-6 14,661,461 $14.66M 1.17%
14 SLM STUDENT LOAN TRUST SLMA 2005 A A4 SLMA 14,744,461 $14.56M 1.16%
15 Uniform Mortgage-Backed Security, TBA 13,800,000 $14.16M 1.13%
16 American Express Credit Account Master Trust, Series 2024-3, Class A AMXCA 13,695,000 $13.88M 1.10%
17 SLM STUDENT LOAN TRUST SLMA 2006 A A5 SLMA 13,717,241 $13.47M 1.07%
18 MKT Mortgage Trust, Series 2020-525M, Class A MKT 14,600,000 $13.38M 1.06%
19 U.S.Treasury Notes 13,200,000 $13.22M 1.05%
20 BRAVO MORTGAGE ASSET TRUST BMAT 2006 1A M1 144A 14,094,246 $12.95M 1.03%
21 TRICON AMERICAN HOMES TAH 2020 SFR1 A 144A 12,749,049 $12.61M 1.00%
22 BX Trust, Series 2019-OC11, Class A BX 13,000,000 $12.49M 0.99%
23 GMO US Treasury Fund 2,323,242 $11.64M 0.93%
24 J.P. MORGAN CHASE COMMERCIAL MORTGAGE SE SER 2024-OMNI CL A V/R REGD 144A P/P 5.79715000 JPMCC 11,393,000 $11.58M 0.92%
25 Canyon Capital CLO Ltd., Series 2016-1A, Class AR 11,229,012 $11.24M 0.89%
26 Tricon American Homes Trust, Series 2019-SFR1, Class A TAH 11,080,867 $11.06M 0.88%
27 WaMu Commercial Mortgage Securities Trust 2007-SL3 11,594,960 $10.70M 0.85%
28 BMARK 2022-B32 A5 11,556,000 $10.56M 0.84%
29 DRYDEN SENIOR LOAN FUND DRSLF 2019 80A ARR 144A 9,985,038 $9.99M 0.79%
30 SMB Private Education Loan Trust, Series 2021-A, Class B SMB 10,182,331 $9.97M 0.79%
31 TRICON RESIDENTIAL 2024-SFR4 TRUST TCN 2024-SFR4 A TCN 9,907,707 $9.91M 0.79%
32 BMARK 2019-B15 A5 10,395,000 $9.84M 0.78%
33 BBCMS Mortgage Trust, Series 2018-CHRS, Class E 11,037,000 $9.62M 0.76%
34 BlueMountain CLO 2015-4 Ltd 9,398,751 $9.40M 0.75%
35 BMARK 2020-B19 A5 10,380,057 $9.38M 0.75%
36 SLC STUDENT LOAN TRUST SLCLT 2008 2 A4 9,423,595 $9.34M 0.74%
37 WFRBS Commercial Mortgage Trust, Series 2014-C21, Class C 9,814,966 $9.33M 0.74%
38 KeyCorp Student Loan Trust 2006-A 11,024,863 $9.01M 0.72%
39 SLM STUDENT LOAN TRUST SLMA 2005 B A4 8,829,153 $8.70M 0.69%
40 BX Trust, Series 2019-OC11, Class E BX 9,000,000 $8.42M 0.67%
41 Invitation Homes Trust, Series 2024-SFR1, Class A IHSFR 8,478,739 $8.42M 0.67%
42 GALLATIN LOAN MANAGEMENT, LLC GALL 2017 1A A1R 144A 8,296,009 $8.30M 0.66%
43 SLM STUDENT LOAN TRUST SLMA 2007 A A4A SLMA 8,274,773 $8.22M 0.65%
44 Towd Point Asset Trust 2021-SL1 8,432,486 $8.20M 0.65%
45 Dryden 40 Senior Loan Fund, Series 2015-40A, Class AR2 DRSLF 8,088,687 $8.10M 0.64%
46 Grace Trust, Series 2020-GRCE, Class A GRACE 8,625,000 $7.82M 0.62%
47 BX TRUST 8,000,000 $7.52M 0.60%
48 BX COMMERCIAL MORTGAGE TRUST 2020-VIVA SER 2020-VIVA CL D V/R REGD 144A P/P 3.66704200 BX 8,000,000 $7.52M 0.60%
49 ANGEL OAK MTG TR 2025-5 5.573% 04/25/2070 144A 7,367,029 $7.45M 0.59%
50 Deutsche Alt-A Securities Mortgage Loan Trust, Series 2007-AR2, Class A1 7,264,683 $7.02M 0.56%
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