GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$1.29M
3 +$908K
4
ADSK icon
Autodesk
ADSK
+$522K
5
VZ icon
Verizon
VZ
+$506K

Top Sells

1 +$611K
2 +$447K
3 +$431K
4
ED icon
Consolidated Edison
ED
+$377K
5
HSY icon
Hershey
HSY
+$368K

Sector Composition

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
ACM icon
226
Aecom
ACM
$10.4B
$122K 0.03%
+1,079
YORW icon
227
York Water
YORW
$482M
$121K 0.03%
+3,826
STE icon
228
Steris
STE
$21.9B
$119K 0.03%
+494
CLH icon
229
Clean Harbors
CLH
$16.5B
$117K 0.03%
+507
IOT icon
230
Samsara
IOT
$17B
$116K 0.03%
+2,916
BSY icon
231
Bentley Systems
BSY
$9.9B
$115K 0.03%
+2,131
GWRS icon
232
Global Water Resources
GWRS
$213M
$114K 0.03%
11,220
+30
MMS icon
233
Maximus
MMS
$3.58B
$114K 0.03%
+1,622
MET icon
234
MetLife
MET
$49.6B
$112K 0.03%
+1,397
ZWS icon
235
Zurn Elkay Water Solutions
ZWS
$8.84B
$112K 0.03%
3,068
-4,541
TECH icon
236
Bio-Techne
TECH
$8.17B
$111K 0.03%
+2,164
BAC icon
237
Bank of America
BAC
$374B
$111K 0.03%
+2,338
CWCO icon
238
Consolidated Water Co
CWCO
$544M
$110K 0.03%
+3,666
MAS icon
239
Masco
MAS
$15.3B
$110K 0.03%
+1,709
CHX
240
DELISTED
ChampionX
CHX
$110K 0.03%
+4,414
POWI icon
241
Power Integrations
POWI
$4.03B
$108K 0.03%
+1,941
ARTNA icon
242
Artesian Resources
ARTNA
$331M
$108K 0.03%
+3,213
IWM icon
243
iShares Russell 2000 ETF
IWM
$77.3B
$108K 0.03%
+499
RTX icon
244
RTX Corp
RTX
$241B
$107K 0.03%
+733
VEEV icon
245
Veeva Systems
VEEV
$25.5B
$106K 0.02%
+367
CPRT icon
246
Copart
CPRT
$32.6B
$106K 0.02%
+2,153
FIX icon
247
Comfort Systems
FIX
$62.4B
$104K 0.02%
+194
BMI icon
248
Badger Meter
BMI
$3.59B
$104K 0.02%
+423
META icon
249
Meta Platforms (Facebook)
META
$1.67T
$103K 0.02%
+139
GE icon
250
GE Aerospace
GE
$295B
$102K 0.02%
+396