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
RGA icon
176
Reinsurance Group of America
RGA
$12.8B
$171K 0.04%
+862
COR icon
177
Cencora
COR
$68.8B
$170K 0.04%
+566
GIB icon
178
CGI
GIB
$19.9B
$169K 0.04%
+1,607
HPQ icon
179
HP
HPQ
$18.7B
$168K 0.04%
+6,883
CBU icon
180
Community Bank
CBU
$3.25B
$168K 0.04%
+2,957
FFIV icon
181
F5
FFIV
$15.6B
$167K 0.04%
+568
HTO
182
H2O America
HTO
$1.92B
$167K 0.04%
+3,206
EA icon
183
Electronic Arts
EA
$51.1B
$167K 0.04%
+1,043
GTLS icon
184
Chart Industries
GTLS
$9.32B
$164K 0.04%
+995
PAYX icon
185
Paychex
PAYX
$39.9B
$163K 0.04%
+1,125
LFUS icon
186
Littelfuse
LFUS
$7.4B
$163K 0.04%
+718
BIO icon
187
Bio-Rad Laboratories Class A
BIO
$8.46B
$160K 0.04%
+664
ATR icon
188
AptarGroup
ATR
$8.18B
$157K 0.04%
+1,004
JNPR
189
DELISTED
Juniper Networks
JNPR
$155K 0.04%
+3,883
PTC icon
190
PTC
PTC
$19.8B
$155K 0.04%
+898
TGLS icon
191
Tecnoglass
TGLS
$2.5B
$154K 0.04%
+1,992
ANSS
192
DELISTED
Ansys
ANSS
$154K 0.04%
+438
WSO icon
193
Watsco Inc
WSO
$15.5B
$154K 0.04%
+348
WIT icon
194
Wipro
WIT
$28.8B
$153K 0.04%
50,781
-1,057
ABBV icon
195
AbbVie
ABBV
$379B
$152K 0.04%
+818
NTR icon
196
Nutrien
NTR
$32.1B
$151K 0.04%
+2,598
MLM icon
197
Martin Marietta Materials
MLM
$39.3B
$151K 0.04%
+274
MCK icon
198
McKesson
MCK
$104B
$149K 0.03%
203
-433
MEG icon
199
Montrose Environmental
MEG
$771M
$145K 0.03%
+6,623
BA icon
200
Boeing
BA
$194B
$145K 0.03%
+691