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
ULTA icon
326
Ulta Beauty
ULTA
$23.7B
$1.87K ﹤0.01%
+4
EIX icon
327
Edison International
EIX
$22.6B
$1.85K ﹤0.01%
+36
ROST icon
328
Ross Stores
ROST
$52.2B
$1.78K ﹤0.01%
+13
VTRS icon
329
Viatris
VTRS
$12.3B
$1.7K ﹤0.01%
190
-27,165
CLX icon
330
Clorox
CLX
$12.6B
$1.69K ﹤0.01%
+12
GPC icon
331
Genuine Parts
GPC
$17.7B
$1.46K ﹤0.01%
+12
GM icon
332
General Motors
GM
$65.8B
$1.43K ﹤0.01%
+29
SSNC icon
333
SS&C Technologies
SSNC
$20.4B
$1.25K ﹤0.01%
+15
MTD icon
334
Mettler-Toledo International
MTD
$28.7B
$1.18K ﹤0.01%
+1
EMN icon
335
Eastman Chemical
EMN
$6.87B
$896 ﹤0.01%
+12
RCL icon
336
Royal Caribbean
RCL
$69B
$626 ﹤0.01%
+2
ATO icon
337
Atmos Energy
ATO
$28.1B
$336 ﹤0.01%
+2
FITB icon
338
Fifth Third Bancorp
FITB
$28.1B
$329 ﹤0.01%
+8
WBD icon
339
Warner Bros
WBD
$57.1B
$217 ﹤0.01%
+19
AJG icon
340
Arthur J. Gallagher & Co
AJG
$66.4B
– –
-665
AMAT icon
341
Applied Materials
AMAT
$180B
– –
-2,272
AVY icon
342
Avery Dennison
AVY
$13.4B
– –
-1,162
CTSH icon
343
Cognizant
CTSH
$35B
– –
-4,727
EXPE icon
344
Expedia Group
EXPE
$32.4B
– –
-1,767
HCA icon
345
HCA Healthcare
HCA
$108B
– –
-1,246
HSY icon
346
Hershey
HSY
$36.3B
– –
-2,151
IBN icon
347
ICICI Bank
IBN
$111B
– –
-6,867
LESL icon
348
Leslie's
LESL
$27.8M
– –
-1,217
PPG icon
349
PPG Industries
PPG
$21.8B
– –
-3,043
SNA icon
350
Snap-on
SNA
$17.2B
– –
-669
11 12 13
14
15