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
RGA icon
176
Reinsurance Group of America
RGA
$13.7B
$171K 0.04%
+862
COR icon
177
Cencora
COR
$69.8B
$170K 0.04%
+566
GIB icon
178
CGI
GIB
$16.1B
$169K 0.04%
+1,607
HPQ icon
179
HP
HPQ
$17.7B
$168K 0.04%
+6,883
CBU icon
180
Community Bank
CBU
$3.16B
$168K 0.04%
+2,957
FFIV icon
181
F5
FFIV
$15.9B
$167K 0.04%
+568
HTO
182
H2O America
HTO
$2.02B
$167K 0.04%
+3,206
EA icon
183
Electronic Arts
EA
$50.3B
$167K 0.04%
+1,043
GTLS icon
184
Chart Industries
GTLS
$9.32B
$164K 0.04%
+995
PAYX icon
185
Paychex
PAYX
$35.3B
$163K 0.04%
+1,125
LFUS icon
186
Littelfuse
LFUS
$8.12B
$163K 0.04%
+718
BIO icon
187
Bio-Rad Laboratories Class A
BIO
$7.56B
$160K 0.04%
+664
ATR icon
188
AptarGroup
ATR
$8.69B
$157K 0.04%
+1,004
JNPR
189
DELISTED
Juniper Networks
JNPR
$155K 0.04%
+3,883
PTC icon
190
PTC
PTC
$19.7B
$155K 0.04%
+898
TGLS icon
191
Tecnoglass
TGLS
$2.06B
$154K 0.04%
+1,992
ANSS
192
DELISTED
Ansys
ANSS
$154K 0.04%
+438
WSO icon
193
Watsco Inc
WSO
$16.3B
$154K 0.04%
+348
WIT icon
194
Wipro
WIT
$23.2B
$153K 0.04%
50,781
-1,057
ABBV icon
195
AbbVie
ABBV
$410B
$152K 0.04%
+818
NTR icon
196
Nutrien
NTR
$35.7B
$151K 0.04%
+2,598
MLM icon
197
Martin Marietta Materials
MLM
$38.1B
$151K 0.04%
+274
MCK icon
198
McKesson
MCK
$114B
$149K 0.03%
203
-433
MEG icon
199
Montrose Environmental
MEG
$952M
$145K 0.03%
+6,623
BA icon
200
Boeing
BA
$174B
$145K 0.03%
+691