GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.4M
3
+$918K
4
ADSK icon
Autodesk
ADSK
+$569K
5
VZ icon
Verizon
VZ
+$505K

Top Sells

1
+$699K
2
+$458K
3
+$455K
4
GS icon
Goldman Sachs
GS
+$448K
5
HCA icon
HCA Healthcare
HCA
+$431K

Sector Composition

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
$139B
$254K 0.06%
+641
IHG icon
102
InterContinental Hotels
IHG
$19.4B
$254K 0.06%
2,198
-59
SKM icon
103
SK Telecom
SKM
$7.82B
$253K 0.06%
10,815
-185
CHTR icon
104
Charter Communications
CHTR
$26.3B
$251K 0.06%
+615
RY icon
105
Royal Bank of Canada
RY
$207B
$250K 0.06%
1,901
-43
VRT icon
106
Vertiv
VRT
$65.4B
$249K 0.06%
+1,938
VV icon
107
Vanguard Large-Cap ETF
VV
$46.5B
$247K 0.06%
+865
RJF icon
108
Raymond James Financial
RJF
$31.4B
$245K 0.06%
+1,596
ORA icon
109
Ormat Technologies
ORA
$6.6B
$244K 0.06%
2,919
+64
BMY icon
110
Bristol-Myers Squibb
BMY
$95B
$241K 0.06%
5,212
+46
VRSK icon
111
Verisk Analytics
VRSK
$30.1B
$239K 0.06%
+766
RDY icon
112
Dr. Reddy's Laboratories
RDY
$11.6B
$238K 0.06%
15,837
-367
UBER icon
113
Uber
UBER
$190B
$233K 0.05%
+2,500
TJX icon
114
TJX Companies
TJX
$163B
$231K 0.05%
+1,872
MOD icon
115
Modine Manufacturing
MOD
$6.95B
$231K 0.05%
+2,346
WBA
116
DELISTED
Walgreens Boots Alliance
WBA
$231K 0.05%
+20,129
FAST icon
117
Fastenal
FAST
$46.4B
$230K 0.05%
+5,470
WELL icon
118
Welltower
WELL
$133B
$229K 0.05%
+1,488
BSX icon
119
Boston Scientific
BSX
$152B
$228K 0.05%
2,126
-1,706
MTB icon
120
M&T Bank
MTB
$28.7B
$227K 0.05%
+1,167
URNM icon
121
Sprott Uranium Miners ETF
URNM
$1.77B
$227K 0.05%
+4,736
TMUS icon
122
T-Mobile US
TMUS
$242B
$227K 0.05%
+952
PSO icon
123
Pearson
PSO
$8.4B
$226K 0.05%
15,150
-272
NOW icon
124
ServiceNow
NOW
$176B
$226K 0.05%
+220
PM icon
125
Philip Morris
PM
$242B
$226K 0.05%
+1,240
3 4
5
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