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
WST icon
201
West Pharmaceutical
WST
$18.8B
$143K 0.03%
+655
LH icon
202
Labcorp
LH
$22.1B
$140K 0.03%
+532
ADBE icon
203
Adobe
ADBE
$139B
$139K 0.03%
+359
SSD icon
204
Simpson Manufacturing
SSD
$6.81B
$139K 0.03%
+891
CTAS icon
205
Cintas
CTAS
$75B
$138K 0.03%
+620
CAT icon
206
Caterpillar
CAT
$260B
$137K 0.03%
+354
VMC icon
207
Vulcan Materials
VMC
$37.1B
$137K 0.03%
+524
JEF icon
208
Jefferies Financial Group
JEF
$11.4B
$136K 0.03%
+2,490
EXP icon
209
Eagle Materials
EXP
$6.48B
$136K 0.03%
+672
WTTR icon
210
Select Water Solutions
WTTR
$1.05B
$136K 0.03%
15,682
+1,065
FLUT icon
211
Flutter Entertainment
FLUT
$34.7B
$135K 0.03%
+474
PLMR icon
212
Palomar
PLMR
$3.44B
$133K 0.03%
+863
DSGX icon
213
Descartes Systems
DSGX
$7.16B
$133K 0.03%
+1,308
ECL icon
214
Ecolab
ECL
$73.2B
$132K 0.03%
+488
RPM icon
215
RPM International
RPM
$13.7B
$131K 0.03%
1,192
-1,604
VMI icon
216
Valmont Industries
VMI
$7.83B
$130K 0.03%
+395
WEX icon
217
WEX
WEX
$4.69B
$127K 0.03%
+868
PEP icon
218
PepsiCo
PEP
$199B
$127K 0.03%
+959
WMT icon
219
Walmart
WMT
$817B
$126K 0.03%
+1,293
SCI icon
220
Service Corp International
SCI
$11.2B
$126K 0.03%
+1,541
GSK icon
221
GSK
GSK
$94.8B
$125K 0.03%
+3,256
ICUI icon
222
ICU Medical
ICUI
$3.37B
$124K 0.03%
+940
ABT icon
223
Abbott
ABT
$227B
$123K 0.03%
+905
TER icon
224
Teradyne
TER
$26.6B
$122K 0.03%
+1,358
TTWO icon
225
Take-Two Interactive
TTWO
$43.4B
$122K 0.03%
+503