We are live on ! Find out more
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
SYK icon
101
Stryker
SYK
$131B
$254K 0.06%
+641
New +$240K
IHG icon
102
InterContinental Hotels
IHG
$23.5B
$254K 0.06%
2,198
-59
-3% -$6.62K
SKM icon
103
SK Telecom
SKM
$12.4B
$253K 0.06%
10,815
-185
-2% -$3.98K
CHTR icon
104
Charter Communications
CHTR
$17.2B
$251K 0.06%
+615
New +$235K
RY icon
105
Royal Bank of Canada
RY
$292B
$250K 0.06%
1,901
-43
-2% -$5.26K
VRT icon
106
Vertiv
VRT
$101B
$249K 0.06%
+1,938
New +$188K
VV icon
107
Vanguard Morningstar Large-Cap ETF
VV
$53.2B
$247K 0.06%
+865
New +$228K
RJF icon
108
Raymond James Financial
RJF
$34.1B
$245K 0.06%
+1,596
New +$229K
ORA icon
109
Ormat Technologies
ORA
$6.02B
$244K 0.06%
2,919
+64
+2% +$4.79K
BMY icon
110
Bristol-Myers Squibb
BMY
$134B
$241K 0.06%
5,212
+46
+0.9% +$2.26K
VRSK icon
111
Verisk Analytics
VRSK
$25.1B
$239K 0.06%
+766
New +$232K
RDY icon
112
Dr. Reddy's Laboratories
RDY
$10.1B
$238K 0.06%
15,837
-367
-2% -$5.24K
UBER icon
113
Uber
UBER
$146B
$233K 0.05%
+2,500
New +$206K
TJX icon
114
TJX Companies
TJX
$174B
$231K 0.05%
+1,872
New +$237K
MOD icon
115
Modine Manufacturing
MOD
$10.4B
$231K 0.05%
+2,346
New +$209K
WBA
116
DELISTED
Walgreens Boots Alliance
WBA
$231K 0.05%
+20,129
New +$224K
FAST icon
117
Fastenal
FAST
$55.2B
$230K 0.05%
+5,470
New +$222K
WELL icon
118
Welltower
WELL
$168B
$229K 0.05%
+1,488
New +$222K
BSX icon
119
Boston Scientific
BSX
$70.2B
$228K 0.05%
2,126
-1,706
-45% -$173K
MTB icon
120
M&T Bank
MTB
$36.2B
$227K 0.05%
+1,167
New +$206K
URNM icon
121
Sprott Uranium Miners ETF
URNM
$1.84B
$227K 0.05%
+4,736
New +$180K
TMUS icon
122
T-Mobile US
TMUS
$190B
$227K 0.05%
+952
New +$232K
PSO icon
123
Pearson
PSO
$10.1B
$226K 0.05%
15,150
-272
-2% -$4.23K
NOW icon
124
ServiceNow
NOW
$118B
$226K 0.05%
+1,100
New +$208K
PM icon
125
Philip Morris
PM
$292B
$226K 0.05%
+1,240
New +$213K
3 4
5
6 7

Similar funds

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Shilanski & Associates Anchorage, Alaska $376M AUM 19.08% 1-Year Est. Return
NELSF
NewGen Equity Long/Short Fund Grand Cayman, Cayman Islands $374M AUM
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
MFGP
Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania $364M AUM 12.86% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

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.