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
$429M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$1.29M
3 +$908K
4
ADSK icon
Autodesk
ADSK
+$522K
5
VZ icon
Verizon
VZ
+$506K

Top Sells

1 +$611K
2 +$447K
3 +$431K
4
ED icon
Consolidated Edison
ED
+$377K
5
HSY icon
Hershey
HSY
+$368K

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
$40B
$224K 0.05%
2,232
-3,562
ADP icon
127
Automatic Data Processing
ADP
$89.7B
$222K 0.05%
717
+17
AON icon
128
Aon
AON
$72.6B
$222K 0.05%
622
-420
MSI icon
129
Motorola Solutions
MSI
$77.4B
$221K 0.05%
+526
TXN icon
130
Texas Instruments
TXN
$180B
$220K 0.05%
+1,062
MCO icon
131
Moody's
MCO
$83.3B
$219K 0.05%
+437
IP icon
132
International Paper
IP
$21.8B
$219K 0.05%
4,686
-2,059
GWRE icon
133
Guidewire Software
GWRE
$13.7B
$219K 0.05%
+929
DHR icon
134
Danaher
DHR
$143B
$216K 0.05%
1,093
+102
EXC icon
135
Exelon
EXC
$49.9B
$216K 0.05%
+4,972
AMT icon
136
American Tower
AMT
$87.8B
$214K 0.05%
+968
TEF
137
DELISTED
Telefonica
TEF
$213K 0.05%
40,773
-783
WWD icon
138
Woodward
WWD
$23B
$213K 0.05%
+868
EQIX icon
139
Equinix
EQIX
$93.6B
$210K 0.05%
261
+11
ROL icon
140
Rollins
ROL
$28B
$208K 0.05%
+3,681
LMT icon
141
Lockheed Martin
LMT
$151B
$205K 0.05%
+442
NTAP icon
142
NetApp
NTAP
$20.2B
$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
$196B
$202K 0.05%
+462
GGG icon
145
Graco
GGG
$15.1B
$202K 0.05%
2,353
-130
PEG icon
146
Public Service Enterprise Group
PEG
$41.9B
$202K 0.05%
+2,394
SLAB icon
147
Silicon Laboratories
SLAB
$6.7B
$200K 0.05%
+1,357
BRO icon
148
Brown & Brown
BRO
$24.9B
$199K 0.05%
+1,798
AWR icon
149
American States Water
AWR
$2.95B
$199K 0.05%
2,600
-471
SWIM icon
150
Latham Group
SWIM
$754M
$198K 0.05%
31,005
+992