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
AMGN icon
301
Amgen
AMGN
$181B
$28.7K 0.01%
+103
PFE icon
302
Pfizer
PFE
$142B
$28.1K 0.01%
+1,158
QCOM icon
303
Qualcomm
QCOM
$186B
$27.1K 0.01%
+170
FDX icon
304
FedEx
FDX
$63.1B
$26.4K 0.01%
+116
TMO icon
305
Thermo Fisher Scientific
TMO
$217B
$25.9K 0.01%
+64
RF icon
306
Regions Financial
RF
$21.9B
$25.9K 0.01%
1,101
-9,332
LEN icon
307
Lennar Class A
LEN
$30.9B
$24.6K 0.01%
+222
IYW icon
308
iShares US Technology ETF
IYW
$22.4B
$24.1K 0.01%
+140
CRM icon
309
Salesforce
CRM
$232B
$21.5K 0.01%
+79
DIS icon
310
Walt Disney
DIS
$189B
$16.4K ﹤0.01%
+133
SPGI icon
311
S&P Global
SPGI
$150B
$13.2K ﹤0.01%
25
-460
PKST
312
Peakstone Realty Trust
PKST
$514M
$11.1K ﹤0.01%
+837
LOW icon
313
Lowe's Companies
LOW
$128B
$10.3K ﹤0.01%
45
-1,476
ACN icon
314
Accenture
ACN
$152B
$9.86K ﹤0.01%
+33
WFC icon
315
Wells Fargo
WFC
$267B
$9.78K ﹤0.01%
+122
GEHC icon
316
GE HealthCare
GEHC
$33.3B
$9.26K ﹤0.01%
+125
KD icon
317
Kyndryl
KD
$5.88B
$9.11K ﹤0.01%
+217
SHW icon
318
Sherwin-Williams
SHW
$82.3B
$7.62K ﹤0.01%
+22
GRMN icon
319
Garmin
GRMN
$37.3B
$6.68K ﹤0.01%
+32
IR icon
320
Ingersoll Rand
IR
$29.8B
$4.01K ﹤0.01%
48
-2,963
WAB icon
321
Wabtec
WAB
$34.9B
$3.4K ﹤0.01%
+16
PLTR icon
322
Palantir
PLTR
$415B
$3K ﹤0.01%
+22
CVS icon
323
CVS Health
CVS
$98.8B
$2.02K ﹤0.01%
+29
DHI icon
324
D.R. Horton
DHI
$41.9B
$1.98K ﹤0.01%
13
-2,594
K icon
325
Kellanova
K
$29B
$1.93K ﹤0.01%
+22