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
WST icon
201
West Pharmaceutical
WST
$22.4B
$143K 0.03%
+655
LH icon
202
Labcorp
LH
$21.8B
$140K 0.03%
+532
ADBE icon
203
Adobe
ADBE
$96.7B
$139K 0.03%
+359
SSD icon
204
Simpson Manufacturing
SSD
$7.68B
$139K 0.03%
+891
CTAS icon
205
Cintas
CTAS
$71B
$138K 0.03%
+620
CAT icon
206
Caterpillar
CAT
$389B
$137K 0.03%
+354
VMC icon
207
Vulcan Materials
VMC
$38B
$137K 0.03%
+524
JEF icon
208
Jefferies Financial Group
JEF
$9.31B
$136K 0.03%
+2,490
EXP icon
209
Eagle Materials
EXP
$6.53B
$136K 0.03%
+672
WTTR icon
210
Select Water Solutions
WTTR
$2.05B
$136K 0.03%
15,682
+1,065
FLUT icon
211
Flutter Entertainment
FLUT
$18.4B
$135K 0.03%
+474
PLMR icon
212
Palomar
PLMR
$3.44B
$133K 0.03%
+863
DSGX icon
213
Descartes Systems
DSGX
$6.22B
$133K 0.03%
+1,308
ECL icon
214
Ecolab
ECL
$76.3B
$132K 0.03%
+488
RPM icon
215
RPM International
RPM
$13.4B
$131K 0.03%
1,192
-1,604
VMI icon
216
Valmont Industries
VMI
$9.65B
$130K 0.03%
+395
WEX icon
217
WEX
WEX
$5.27B
$127K 0.03%
+868
PEP icon
218
PepsiCo
PEP
$214B
$127K 0.03%
+959
WMT icon
219
Walmart Inc
WMT
$1.05T
$126K 0.03%
+1,293
SCI icon
220
Service Corp International
SCI
$11.9B
$126K 0.03%
+1,541
GSK icon
221
GSK
GSK
$111B
$125K 0.03%
+3,256
ICUI icon
222
ICU Medical
ICUI
$3.12B
$124K 0.03%
+940
ABT icon
223
Abbott
ABT
$161B
$123K 0.03%
+905
TER icon
224
Teradyne
TER
$62.2B
$122K 0.03%
+1,358
TTWO icon
225
Take-Two Interactive
TTWO
$38.8B
$122K 0.03%
+503