Veteran managers and a solid approach earn GMO US Quality, offered as an exchange-traded fund and in separate accounts, Above Average People and Process ratings.
GMO U.S. Quality ETF QLTY
Morningstar’s Analysis QLTY
Will QLTY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.88 | 413M | Technology |
Alphabet Inc Class A | 4.93 | 258M | Communication Services |
Apple Inc | 4.78 | 251M | Technology |
Meta Platforms Inc Class A | 4.77 | 250M | Communication Services |
Thermo Fisher Scientific Inc | 4.52 | 237M | Healthcare |
Johnson & Johnson | 4.37 | 229M | Healthcare |
Lam Research Corp | 4.18 | 219M | Technology |
Texas Instruments Inc | 3.64 | 191M | Technology |
Broadcom Inc | 3.54 | 186M | Technology |
Amazon.com Inc | 3.47 | 182M | Consumer Cyclical |