GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
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 +$1.57M
2 +$1.4M
3 +$918K
4
ADSK icon
Autodesk
ADSK
+$569K
5
VZ icon
Verizon
VZ
+$505K

Top Sells

1 +$699K
2 +$458K
3 +$455K
4
GS icon
Goldman Sachs
GS
+$448K
5
HCA icon
HCA Healthcare
HCA
+$431K

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
CSL icon
251
Carlisle Companies
CSL
$12.8B
$96.3K 0.02%
+258
BC icon
252
Brunswick
BC
$4.18B
$95K 0.02%
+1,719
BABA icon
253
Alibaba
BABA
$367B
$94.9K 0.02%
+837
AOS icon
254
A.O. Smith
AOS
$9.01B
$93.4K 0.02%
+1,424
VCEL icon
255
Vericel Corp
VCEL
$2.02B
$89.7K 0.02%
+2,109
TREX icon
256
Trex
TREX
$3.41B
$89.5K 0.02%
+1,645
LNTH icon
257
Lantheus
LNTH
$3.52B
$88.7K 0.02%
+1,083
NVR icon
258
NVR
NVR
$19.9B
$88.6K 0.02%
+12
CGNX icon
259
Cognex
CGNX
$6.16B
$86.2K 0.02%
+2,716
AMP icon
260
Ameriprise Financial
AMP
$42.6B
$85.4K 0.02%
+160
MSEX icon
261
Middlesex Water
MSEX
$963M
$84.9K 0.02%
+1,566
FSLR icon
262
First Solar
FSLR
$27.2B
$83.1K 0.02%
+502
GLDD icon
263
Great Lakes Dredge & Dock
GLDD
$840M
$82.5K 0.02%
6,771
-5,917
IJR icon
264
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$78.7K 0.02%
+720
GIS icon
265
General Mills
GIS
$25.3B
$74K 0.02%
+1,428
C icon
266
Citigroup
C
$179B
$72.4K 0.02%
850
-2,019
ARE icon
267
Alexandria Real Estate Equities
ARE
$9.04B
$72.2K 0.02%
+994
ENB icon
268
Enbridge
ENB
$104B
$71.7K 0.02%
+1,581
RVTY icon
269
Revvity
RVTY
$10.5B
$71.3K 0.02%
+736
MMM icon
270
3M
MMM
$89B
$69.9K 0.02%
+458
CION icon
271
CION Investment
CION
$525M
$69.9K 0.02%
+7,300
FELE icon
272
Franklin Electric
FELE
$4.14B
$69.1K 0.02%
+770
AZTA icon
273
Azenta
AZTA
$1.36B
$67.8K 0.02%
+2,204
HASI icon
274
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.24B
$67K 0.02%
+2,493
AIZ icon
275
Assurant
AIZ
$11.4B
$66.2K 0.02%
+333