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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
-2.06%
1 Year Est. Return
+11.66%
3 Year Est. Return
+33.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$239M
AUM Growth
-$471K
Cap. Flow
+$5.88M
Cap. Flow %
2.46%
Top 10 Hldgs %
79.89%
Holding
160
New
33
Increased
66
Reduced
24
Closed
32

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.72M
2
MA icon
Mastercard
MA
+$693K
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$598K
4
AON icon
Aon
AON
+$520K
5
VZ icon
Verizon
VZ
+$483K

Top Sells

Rank Stock Value
1
PTC icon
PTC
PTC
+$492K
2
HD icon
Home Depot
HD
+$455K
3
PRMW
Primo Water Corporation
PRMW
+$390K
4
EBAY icon
eBay
EBAY
+$370K
5
LII icon
Lennox International
LII
+$340K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Industrials 4.45%
3 Healthcare 3.39%
4 Financials 3.38%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHKP icon
76
Check Point Software Technologies
CHKP
$12.8B
$286K 0.12%
1,533
+48
+3% +$9.04K
MCD icon
77
McDonald's
MCD
$196B
$284K 0.12%
981
+2
+0.2% +$596
ZWS icon
78
Zurn Elkay Water Solutions
ZWS
$8.6B
$279K 0.12%
7,472
+1,603
+27% +$61.1K
IHG icon
79
InterContinental Hotels
IHG
$23.5B
$278K 0.12%
2,228
-705
-24% -$84.4K
CI icon
80
Cigna
CI
$72.7B
$271K 0.11%
+982
New +$313K
CIG icon
81
CEMIG Preferred Shares
CIG
$6.12B
$267K 0.11%
150,976
+11,115
+8% +$21.6K
SBAC icon
82
SBA Communications
SBAC
$19.4B
$267K 0.11%
1,310
+162
+14% +$36.5K
ABBV icon
83
AbbVie
ABBV
$431B
$266K 0.11%
+1,497
New +$275K
BA icon
84
Boeing
BA
$184B
$266K 0.11%
1,501
+4
+0.3% +$628
BBY icon
85
Best Buy
BBY
$16.9B
$263K 0.11%
+3,066
New +$280K
HSBC icon
86
HSBC
HSBC
$352B
$257K 0.11%
5,189
+429
+9% +$19.9K
FBTC icon
87
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$254K 0.11%
+3,111
New +$226K
VGSH icon
88
Vanguard Short-Term Treasury ETF
VGSH
$29.2B
$252K 0.11%
4,327
-361
-8% -$21.1K
RDY icon
89
Dr. Reddy's Laboratories
RDY
$10.1B
$251K 0.11%
15,924
+1,104
+7% +$16.6K
PSO icon
90
Pearson
PSO
$9.97B
$248K 0.1%
15,397
+1,276
+9% +$19K
SPGI icon
91
S&P Global
SPGI
$119B
$241K 0.1%
483
+26
+6% +$13.2K
WTTR icon
92
Select Water Solutions
WTTR
$2.57B
$239K 0.1%
18,046
-2,393
-12% -$30.4K
TYL icon
93
Tyler Technologies
TYL
$12.5B
$236K 0.1%
410
+25
+6% +$15.1K
MRK icon
94
Merck
MRK
$317B
$231K 0.1%
2,320
+313
+16% +$32.3K
SKM icon
95
SK Telecom
SKM
$13.7B
$231K 0.1%
+10,964
New +$248K
NDAQ icon
96
Nasdaq
NDAQ
$52.9B
$230K 0.1%
2,980
+59
+2% +$4.56K
RY icon
97
Royal Bank of Canada
RY
$294B
$230K 0.1%
+1,907
New +$235K
AMGN icon
98
Amgen
AMGN
$219B
$228K 0.1%
+873
New +$259K
SNA icon
99
Snap-on
SNA
$21.5B
$227K 0.09%
+666
New +$225K
EQIX icon
100
Equinix
EQIX
$104B
$227K 0.09%
238
-39
-14% -$35.9K
2 3
4
5 6

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BWA
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ODG
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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 Q4 2024 Portfolio in Review

As of Q4 2024, Gitterman Wealth Management held 160 positions worth $239M, down 0.2% from $240M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Gitterman Wealth Management's Q4 2024 filing shows 33 new, 66 increased, 24 reduced and 32 closed positions. Its largest new stake was Mastercard: 1,338 shares worth $705K. The largest sale was PTC, an estimated $492K.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, up from 7.9% a quarter earlier, followed by Industrials and Healthcare.

  • Gitterman Wealth Management's largest Q4 2024 buy was Mastercard: 1,338 shares worth $705K.
  • Gitterman Wealth Management added most to Vanguard Morningstar Total Stock Market ETF in Q4 2024, an estimated $1.72M increase.
  • Gitterman Wealth Management's biggest Q4 2024 reduction was Microsoft, cutting an estimated $262K.
  • Gitterman Wealth Management fully exited PTC in Q4 2024, selling an estimated $492K.
  • Gitterman Wealth Management's ten largest holdings make up 80% of its $239M portfolio in Q4 2024.
  • Gitterman Wealth Management opened 33 new positions and closed 32 in Q4 2024.
  • Gitterman Wealth Management's portfolio value fell 0.2% quarter-over-quarter to $239M.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.