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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
Cap. Flow
+$26.6M
Cap. Flow %
6.19%
Top 10 Hldgs %
80.38%
Holding
351
New
220
Increased
52
Reduced
58
Closed
12

Top Buys

Rank Stock Value
1
QLTY icon
GMO US Quality ETF
QLTY
+$1.45M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.29M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$908K
4
ADSK icon
Autodesk
ADSK
+$522K
5
VZ icon
Verizon
VZ
+$506K

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$611K
2
MA icon
Mastercard
MA
+$447K
3
HCA icon
HCA Healthcare
HCA
+$431K
4
ED icon
Consolidated Edison
ED
+$377K
5
HSY icon
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
ULTA icon
326
Ulta Beauty
ULTA
$23.2B
$1.87K ﹤0.01%
+4
New +$1.65K
EIX icon
327
Edison International
EIX
$26.3B
$1.85K ﹤0.01%
+36
New +$1.97K
ROST icon
328
Ross Stores
ROST
$81.2B
$1.78K ﹤0.01%
+13
New +$1.8K
VTRS icon
329
Viatris
VTRS
$20.6B
$1.7K ﹤0.01%
190
-27,165
-99% -$230K
CLX icon
330
Clorox
CLX
$12.8B
$1.69K ﹤0.01%
+12
New +$1.6K
GPC icon
331
Genuine Parts
GPC
$18.1B
$1.46K ﹤0.01%
+12
New +$1.44K
GM icon
332
General Motors
GM
$78.2B
$1.43K ﹤0.01%
+29
New +$1.37K
SSNC icon
333
SS&C Technologies
SSNC
$18.6B
$1.25K ﹤0.01%
+15
New +$1.18K
MTD icon
334
Mettler-Toledo International
MTD
$28.5B
$1.18K ﹤0.01%
+1
New +$1.12K
EMN icon
335
Eastman Chemical
EMN
$8.39B
$896 ﹤0.01%
+12
New +$943
RCL icon
336
Royal Caribbean
RCL
$87.6B
$626 ﹤0.01%
+2
New +$476
ATO icon
337
Atmos Energy
ATO
$28.7B
$336 ﹤0.01%
+2
New +$311
FITB
338
Fifth Third Bancorp
FITB
$52.2B
$329 ﹤0.01%
+8
New +$300
WBD icon
339
Warner Bros
WBD
$65.1B
$217 ﹤0.01%
+19
New +$177
AJG icon
340
Arthur J. Gallagher & Co
AJG
$64.3B
– –
-665
Closed -$230K
AMAT icon
341
Applied Materials
AMAT
$424B
– –
-2,272
Closed -$330K
AVY icon
342
Avery Dennison
AVY
$13.3B
– –
-1,162
Closed -$207K
CTSH icon
343
Cognizant
CTSH
$25.1B
– –
-4,727
Closed -$362K
EXPE icon
344
Expedia Group
EXPE
$38.4B
– –
-1,767
Closed -$297K
HCA icon
345
HCA Healthcare
HCA
$88.7B
– –
-1,246
Closed -$431K
HSY icon
346
Hershey
HSY
$36.1B
– –
-2,151
Closed -$368K
IBN icon
347
ICICI Bank
IBN
$109B
– –
-6,867
Closed -$216K
LESL icon
348
Leslie's
LESL
$12.7M
– –
-1,217
Closed -$17.9K
PPG icon
349
PPG Industries
PPG
$26.5B
– –
-3,043
Closed -$333K
SNA icon
350
Snap-on
SNA
$21.7B
– –
-669
Closed -$227K
11 12 13
14
15

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BWA
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ODG
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SA
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NELSF
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SCP
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MFGP
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VBFG
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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.