GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.48M
3
+$430K
4
TT icon
Trane Technologies
TT
+$425K
5
JNJ icon
Johnson & Johnson
JNJ
+$423K

Top Sells

1
+$392K
2
+$332K
3
+$305K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$291K
5
DOV icon
Dover
DOV
+$275K

Sector Composition

1 Technology 6.32%
2 Healthcare 3.79%
3 Industrials 3.34%
4 Financials 2.42%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$149K 0.07%
18,384
+676
77
$132K 0.06%
+11,459
78
$131K 0.06%
32,585
-2,262
79
$104K 0.05%
10,000
80
$100K 0.05%
42,360
-2,120
81
$97.4K 0.05%
11,934
+1,053
82
$72.4K 0.03%
11,767
-262
83
– –
-3,183
84
– –
-7,912
85
– –
-2,874
86
– –
-1,335
87
– –
-1,810
88
– –
-3,169
89
– –
-5,047
90
– –
-3,193
91
– –
-1,438
92
– –
-443
93
– –
-488
94
– –
-6,045
95
– –
-3,959
96
– –
-6,535
97
– –
-6,902
98
– –
-5,546
99
– –
-988
100
– –
-3,173
1 2 3
4
5