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
ED icon
126
Consolidated Edison
ED
$36.7B
$224K 0.05%
2,232
-3,562
ADP icon
127
Automatic Data Processing
ADP
$102B
$222K 0.05%
717
+17
AON icon
128
Aon
AON
$75.3B
$222K 0.05%
622
-420
MSI icon
129
Motorola Solutions
MSI
$63.3B
$221K 0.05%
+526
TXN icon
130
Texas Instruments
TXN
$145B
$220K 0.05%
+1,062
MCO icon
131
Moody's
MCO
$85.5B
$219K 0.05%
+437
IP icon
132
International Paper
IP
$19.7B
$219K 0.05%
4,686
-2,059
GWRE icon
133
Guidewire Software
GWRE
$18.9B
$219K 0.05%
+929
DHR icon
134
Danaher
DHR
$156B
$216K 0.05%
1,093
+102
EXC icon
135
Exelon
EXC
$46.3B
$216K 0.05%
+4,972
AMT icon
136
American Tower
AMT
$85.9B
$214K 0.05%
+968
TEF icon
137
Telefonica
TEF
$24.2B
$213K 0.05%
40,773
-783
WWD icon
138
Woodward
WWD
$15.6B
$213K 0.05%
+868
EQIX icon
139
Equinix
EQIX
$77.1B
$210K 0.05%
261
+11
ROL icon
140
Rollins
ROL
$28B
$208K 0.05%
+3,681
LMT icon
141
Lockheed Martin
LMT
$108B
$205K 0.05%
+442
NTAP icon
142
NetApp
NTAP
$21.8B
$204K 0.05%
+1,919
CWT icon
143
California Water Service
CWT
$2.73B
$203K 0.05%
4,461
+107
VUG icon
144
Vanguard Growth ETF
VUG
$197B
$202K 0.05%
+462
GGG icon
145
Graco
GGG
$13.3B
$202K 0.05%
2,353
-130
PEG icon
146
Public Service Enterprise Group
PEG
$41.3B
$202K 0.05%
+2,394
SLAB icon
147
Silicon Laboratories
SLAB
$4B
$200K 0.05%
+1,357
BRO icon
148
Brown & Brown
BRO
$27.6B
$199K 0.05%
+1,798
AWR icon
149
American States Water
AWR
$2.89B
$199K 0.05%
2,600
-471
SWIM icon
150
Latham Group
SWIM
$758M
$198K 0.05%
31,005
+992