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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 | |
|---|---|---|---|---|---|---|
201
West Pharmaceutical
WST
$24.5B
| $143K | 0.03% |
+655
| New | +$140K |
|
202
Labcorp
LH
$24.9B
| $140K | 0.03% |
+532
| New | +$130K |
|
203
Adobe
ADBE
$99.9B
| $139K | 0.03% |
+359
| New | +$138K |
|
204
Simpson Manufacturing
SSD
$7.91B
| $139K | 0.03% |
+891
| New | +$138K |
|
205
Cintas
CTAS
$81.6B
| $138K | 0.03% |
+620
| New | +$133K |
|
206
Caterpillar
CAT
$382B
| $137K | 0.03% |
+354
| New | +$118K |
|
207
Vulcan Materials
VMC
$36.7B
| $137K | 0.03% |
+524
| New | +$135K |
|
208
Jefferies Financial Group
JEF
$12.8B
| $136K | 0.03% |
+2,490
| New | +$123K |
|
209
Eagle Materials
EXP
$6.59B
| $136K | 0.03% |
+672
| New | +$145K |
|
210
Select Water Solutions
WTTR
$2.29B
| $136K | 0.03% |
15,682
+1,065
| +7% | +$9.19K |
|
211
Flutter Entertainment
FLUT
$18.4B
| $135K | 0.03% |
+474
| New | +$116K |
|
212
Palomar
PLMR
$3.62B
| $133K | 0.03% |
+863
| New | +$134K |
|
213
Descartes Systems
DSGX
$6.56B
| $133K | 0.03% |
+1,308
| New | +$138K |
|
214
Ecolab
ECL
$78.6B
| $132K | 0.03% |
+488
| New | +$124K |
|
215
RPM International
RPM
$14.2B
| $131K | 0.03% |
1,192
-1,604
| -57% | -$176K |
|
216
Valmont Industries
VMI
$9.43B
| $130K | 0.03% |
+395
| New | +$121K |
|
217
WEX
WEX
$6.38B
| $127K | 0.03% |
+868
| New | +$117K |
|
218
PepsiCo
PEP
$191B
| $127K | 0.03% |
+959
| New | +$129K |
|
219
Walmart Inc
WMT
$881B
| $126K | 0.03% |
+1,293
| New | +$123K |
|
220
Service Corp International
SCI
$11.7B
| $126K | 0.03% |
+1,541
| New | +$120K |
|
221
GSK
GSK
$103B
| $125K | 0.03% |
+3,256
| New | +$124K |
|
222
ICU Medical
ICUI
$4.32B
| $124K | 0.03% |
+940
| New | +$127K |
|
223
Abbott
ABT
$185B
| $123K | 0.03% |
+905
| New | +$119K |
|
224
Teradyne
TER
$57.2B
| $122K | 0.03% |
+1,358
| New | +$109K |
|
225
Take-Two Interactive
TTWO
$45.8B
| $122K | 0.03% |
+503
| New | +$113K |
|
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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.