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GWM
Gitterman Wealth Management Portfolio holdings
AUM
$436M
1-Year Est. Return
11.66%
This Fund
S&P 500
This Quarter
Est. Return
+7.44%
1 Year Est. Return
+11.66%
3 Year Est. Return
+33.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$429M
AUM Growth
+$52.7M
(+14%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
6.19%
Top 10 Holdings %
Top 10 Hldgs %
80.38%
Holding
351
New
220
Increased
52
Reduced
58
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GMO US Quality ETF
QLTY
|
+$1.45M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.29M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$908K |
| 4 |
Autodesk
ADSK
|
+$522K |
| 5 |
Verizon
VZ
|
+$506K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$611K |
| 2 |
Mastercard
MA
|
+$447K |
| 3 |
HCA Healthcare
HCA
|
+$431K |
| 4 |
Consolidated Edison
ED
|
+$377K |
| 5 |
Hershey
HSY
|
+$368K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.15% |
| 2 | Industrials | 3.52% |
| 3 | Healthcare | 2.34% |
| 4 | Financials | 2.33% |
| 5 | Utilities | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Aecom
ACM
$9.63B
| $122K | 0.03% |
+1,079
| New | +$112K |
|
227
York Water
YORW
$500M
| $121K | 0.03% |
+3,826
| New | +$128K |
|
228
Steris
STE
$22.7B
| $119K | 0.03% |
+494
| New | +$115K |
|
229
Clean Harbors
CLH
$16.3B
| $117K | 0.03% |
+507
| New | +$111K |
|
230
Samsara
IOT
$22.6B
| $116K | 0.03% |
+2,916
| New | +$121K |
|
231
Bentley Systems
BSY
$10.9B
| $115K | 0.03% |
+2,131
| New | +$98.6K |
|
232
Global Water Resources
GWRS
$211M
| $114K | 0.03% |
11,220
+30
| +0.3% | +$308 |
|
233
Maximus
MMS
$3.32B
| $114K | 0.03% |
+1,622
| New | +$114K |
|
234
MetLife
MET
$61.9B
| $112K | 0.03% |
+1,397
| New | +$108K |
|
235
Zurn Elkay Water Solutions
ZWS
$8.75B
| $112K | 0.03% |
3,068
-4,541
| -60% | -$156K |
|
236
Bio-Techne
TECH
$11.2B
| $111K | 0.03% |
+2,164
| New | +$109K |
|
237
Bank of America
BAC
$442B
| $111K | 0.03% |
+2,338
| New | +$98.4K |
|
238
Consolidated Water Co
CWCO
$475M
| $110K | 0.03% |
+3,666
| New | +$94.9K |
|
239
Masco
MAS
$15.2B
| $110K | 0.03% |
+1,709
| New | +$108K |
|
|
CHX
240
DELISTED
ChampionX
CHX
| $110K | 0.03% |
+4,414
| New | +$111K |
|
241
Power Integrations
POWI
$3.45B
| $108K | 0.03% |
+1,941
| New | +$99.6K |
|
242
Artesian Resources
ARTNA
$352M
| $108K | 0.03% |
+3,213
| New | +$109K |
|
243
iShares Russell 2000 ETF
IWM
$82.5B
| $108K | 0.03% |
+499
| New | +$100K |
|
244
RTX Corp
RTX
$300B
| $107K | 0.03% |
+733
| New | +$97.7K |
|
245
Veeva Systems
VEEV
$34.7B
| $106K | 0.02% |
+367
| New | +$91K |
|
246
Copart
CPRT
$26.8B
| $106K | 0.02% |
+2,153
| New | +$120K |
|
247
Comfort Systems
FIX
$61.1B
| $104K | 0.02% |
+194
| New | +$84.5K |
|
248
Badger Meter
BMI
$4.04B
| $104K | 0.02% |
+423
| New | +$95.8K |
|
249
Meta Platforms (Facebook)
META
$1.5T
| $103K | 0.02% |
+139
| New | +$85.9K |
|
250
GE Aerospace
GE
$396B
| $102K | 0.02% |
+396
| New | +$86.9K |
|
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Gitterman Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Gitterman Wealth Management held 351 positions worth $429M, up 14% from $377M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Gitterman Wealth Management deployed $26.6M of net new capital in Q2 2025, opening 220 new positions and adding to 52 existing holdings. Its largest new stake was Autodesk: 1,840 shares worth $569K.
By sector, the portfolio is most concentrated in Technology at 5.2% of assets, up from 4.2% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was IBM, an estimated $611K trimmed.
- Gitterman Wealth Management's largest Q2 2025 buy was Autodesk: 1,840 shares worth $569K.
- Gitterman Wealth Management added most to GMO US Quality ETF in Q2 2025, an estimated $1.45M increase.
- Gitterman Wealth Management's biggest Q2 2025 reduction was IBM, cutting an estimated $611K.
- Gitterman Wealth Management fully exited HCA Healthcare in Q2 2025, selling an estimated $431K.
- Gitterman Wealth Management's ten largest holdings make up 80% of its $429M portfolio in Q2 2025.
- Gitterman Wealth Management opened 220 new positions and closed 12 in Q2 2025.
- Gitterman Wealth Management's portfolio value rose 14% quarter-over-quarter to $429M.
Based on Gitterman Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.