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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 | |
|---|---|---|---|---|---|---|
301
Amgen
AMGN
$219B
| $28.7K | 0.01% |
+103
| New | +$29.2K |
|
302
Pfizer
PFE
$149B
| $28.1K | 0.01% |
+1,158
| New | +$27K |
|
303
Qualcomm
QCOM
$168B
| $27.1K | 0.01% |
+170
| New | +$25K |
|
304
FedEx
FDX
$74.7B
| $26.4K | 0.01% |
+116
| New | +$25.4K |
|
305
Thermo Fisher Scientific
TMO
$214B
| $25.9K | 0.01% |
+64
| New | +$26.8K |
|
306
Regions Financial
RF
$26.8B
| $25.9K | 0.01% |
1,101
-9,332
| -89% | -$198K |
|
307
Lennar Class A
LEN
$20.4B
| $24.6K | 0.01% |
+222
| New | +$24.1K |
|
308
iShares US Technology ETF
IYW
$24.8B
| $24.1K | 0.01% |
+140
| New | +$21.2K |
|
309
Salesforce
CRM
$153B
| $21.5K | 0.01% |
+79
| New | +$21.1K |
|
310
Walt Disney
DIS
$182B
| $16.4K | ﹤0.01% |
+133
| New | +$13.8K |
|
311
S&P Global
SPGI
$119B
| $13.2K | ﹤0.01% |
25
-460
| -95% | -$230K |
|
|
PKST
312
DELISTED
Peakstone Realty Trust
PKST
| $11.1K | ﹤0.01% |
+837
| New | +$10.3K |
|
313
Lowe's Companies
LOW
$122B
| $10.3K | ﹤0.01% |
45
-1,476
| -97% | -$329K |
|
314
Accenture
ACN
$105B
| $9.86K | ﹤0.01% |
+33
| New | +$10.1K |
|
315
Wells Fargo
WFC
$265B
| $9.78K | ﹤0.01% |
+122
| New | +$8.8K |
|
316
GE HealthCare
GEHC
$31.8B
| $9.26K | ﹤0.01% |
+125
| New | +$8.7K |
|
317
Kyndryl
KD
$3.09B
| $9.11K | ﹤0.01% |
+217
| New | +$7.85K |
|
318
Sherwin-Williams
SHW
$88.2B
| $7.62K | ﹤0.01% |
+22
| New | +$7.62K |
|
|
GRMN
319
Garmin
GRMN
$58.2B
| $6.68K | ﹤0.01% |
+32
| New | +$6.35K |
|
320
Ingersoll Rand
IR
$34.2B
| $4.01K | ﹤0.01% |
48
-2,963
| -98% | -$233K |
|
321
Wabtec
WAB
$49.9B
| $3.4K | ﹤0.01% |
+16
| New | +$3.08K |
|
322
Palantir
PLTR
$375B
| $3K | ﹤0.01% |
+22
| New | +$2.58K |
|
323
CVS Health
CVS
$123B
| $2.02K | ﹤0.01% |
+29
| New | +$1.9K |
|
324
D.R. Horton
DHI
$40.8B
| $1.98K | ﹤0.01% |
13
-2,594
| -100% | -$319K |
|
|
K
325
DELISTED
Kellanova
K
| $1.93K | ﹤0.01% |
+22
| New | +$1.8K |
|
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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.