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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
F icon
76
Ford
F
$56.5B
$324K 0.08%
+29,877
New +$304K
PRMB
77
Primo Brands
PRMB
$8.29B
$322K 0.08%
10,863
+2,690
+33% +$86K
MA icon
78
Mastercard
MA
$500B
$320K 0.07%
569
-808
-59% -$447K
LRCX icon
79
Lam Research
LRCX
$394B
$313K 0.07%
+3,219
New +$255K
SILA
80
DELISTED
Sila Realty Trust
SILA
$307K 0.07%
+12,977
New +$327K
WTFC icon
81
Wintrust Financial
WTFC
$11.1B
$307K 0.07%
2,473
+69
+3% +$7.91K
CIBR icon
82
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.2B
$302K 0.07%
3,991
+195
+5% +$13.4K
NFLX icon
83
Netflix
NFLX
$302B
$299K 0.07%
+2,230
New +$252K
SMH icon
84
VanEck Semiconductor ETF
SMH
$72B
$298K 0.07%
1,068
+79
+8% +$18.3K
HSBC icon
85
HSBC
HSBC
$366B
$297K 0.07%
4,890
-81
-2% -$4.61K
HUBB icon
86
Hubbell
HUBB
$26.2B
$292K 0.07%
+714
New +$265K
WMS icon
87
Advanced Drainage Systems
WMS
$11.3B
$290K 0.07%
2,520
+525
+26% +$58.8K
CIG icon
88
CEMIG Preferred Shares
CIG
$6.18B
$290K 0.07%
147,721
-3,883
-3% -$7.1K
IEFA icon
89
iShares Core MSCI EAFE ETF
IEFA
$193B
$279K 0.07%
3,347
– –
SBAC icon
90
SBA Communications
SBAC
$19.7B
$278K 0.06%
1,183
-30
-2% -$6.87K
CAH icon
91
Cardinal Health
CAH
$54.9B
$273K 0.06%
1,625
-1,349
-45% -$200K
TYL icon
92
Tyler Technologies
TYL
$12.6B
$270K 0.06%
456
+38
+9% +$21.5K
MRK icon
93
Merck
MRK
$319B
$270K 0.06%
3,407
+1,068
+46% +$84.9K
WM icon
94
Waste Management
WM
$90B
$266K 0.06%
1,163
+23
+2% +$5.33K
KB icon
95
KB Financial Group
KB
$42.5B
$264K 0.06%
+3,200
New +$216K
POOL icon
96
Pool Corp
POOL
$7.31B
$264K 0.06%
903
-78
-8% -$23.6K
NGG icon
97
National Grid
NGG
$80.5B
$261K 0.06%
3,558
-294
-8% -$20.2K
LLY icon
98
Eli Lilly
LLY
$1T
$261K 0.06%
335
-358
-52% -$278K
LNN icon
99
Lindsay Corp
LNN
$1.19B
$258K 0.06%
1,792
+14
+0.8% +$1.87K
FSV icon
100
FirstService
FSV
$6.23B
$254K 0.06%
1,456
+12
+0.8% +$2.08K
2 3
4
5 6

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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.