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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
(+14%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
6.19%
Top 10 Holdings %
Top 10 Hldgs %
80.38%
Holding
351
New
220
Increased
52
Reduced
58
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GMO US Quality ETF
QLTY
|
+$1.45M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.29M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$908K |
| 4 |
Autodesk
ADSK
|
+$522K |
| 5 |
Verizon
VZ
|
+$506K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$611K |
| 2 |
Mastercard
MA
|
+$447K |
| 3 |
HCA Healthcare
HCA
|
+$431K |
| 4 |
Consolidated Edison
ED
|
+$377K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
VeriSign
VRSN
$27B
| $195K | 0.05% |
+676
| New | +$183K |
|
152
Mid-America Apartment Communities
MAA
$15.5B
| $193K | 0.05% |
+1,302
| New | +$203K |
|
153
ESCO Technologies
ESE
$8.24B
| $193K | 0.05% |
+1,005
| New | +$172K |
|
154
Rockwell Automation
ROK
$53.5B
| $193K | 0.04% |
+579
| New | +$165K |
|
155
Globe Life
GL
$14.3B
| $193K | 0.04% |
+1,549
| New | +$188K |
|
156
Trane Technologies
TT
$101B
| $191K | 0.04% |
+437
| New | +$172K |
|
157
iShares Select Dividend ETF
DVY
$23.6B
| $190K | 0.04% |
+1,431
| New | +$185K |
|
158
Bunge Global
BG
$20.2B
| $190K | 0.04% |
+2,362
| New | +$186K |
|
159
Intuitive Surgical
ISRG
$135B
| $189K | 0.04% |
+348
| New | +$182K |
|
160
Cadence Design Systems
CDNS
$92.6B
| $186K | 0.04% |
+603
| New | +$175K |
|
161
Manulife Financial
MFC
$74B
| $185K | 0.04% |
+5,793
| New | +$178K |
|
162
Intuit
INTU
$87.1B
| $184K | 0.04% |
+234
| New | +$158K |
|
163
Perimeter Solutions
PRM
$4.98B
| $182K | 0.04% |
13,083
+316
| +2% | +$3.65K |
|
164
Home Depot
HD
$339B
| $181K | 0.04% |
+494
| New | +$179K |
|
165
Progressive
PGR
$122B
| $180K | 0.04% |
+676
| New | +$185K |
|
166
Monolithic Power Systems
MPWR
$66B
| $179K | 0.04% |
+245
| New | +$156K |
|
167
Southwest Airlines
LUV
$23B
| $179K | 0.04% |
+5,514
| New | +$166K |
|
168
Equifax
EFX
$20.5B
| $178K | 0.04% |
+686
| New | +$174K |
|
169
PNC Financial Services
PNC
$100B
| $176K | 0.04% |
+946
| New | +$160K |
|
170
Infosys
INFY
$49.6B
| $175K | 0.04% |
+9,467
| New | +$169K |
|
171
Shinhan Financial Group
SHG
$33.4B
| $173K | 0.04% |
+3,835
| New | +$146K |
|
172
nVent Electric
NVT
$25.8B
| $173K | 0.04% |
+2,362
| New | +$145K |
|
173
Gilead Sciences
GILD
$163B
| $172K | 0.04% |
+1,551
| New | +$165K |
|
174
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $172K | 0.04% |
+2,862
| New | +$160K |
|
175
James Hardie Industries
JHX
$16.1B
| $171K | 0.04% |
+6,375
| New | +$154K |
|
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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.