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
101
– –
-988
102
– –
-3,173
103
– –
-355
104
– –
-1,487
105
– –
-1,387
106
– –
-18
107
– –
-615
1 2 3 4
5