GWM

Gitterman Wealth Management Portfolio holdings

AUM $429M
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$88.8M
2
+$10.4M
3
+$489K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
PFE icon
Pfizer
PFE
+$288K

Top Sells

1
+$429K
2
+$402K
3
+$355K
4
AAON icon
Aaon
AAON
+$301K
5
NLSN
Nielsen Holdings plc
NLSN
+$264K

Sector Composition

1 Technology 5.54%
2 Healthcare 4.25%
3 Industrials 2.38%
4 Financials 1.53%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.8M 44.47%
+1,535,564
2
$67.2M 33.67%
1,149,328
+178,674
3
$4.64M 2.33%
35,729
+1,164
4
$3.6M 1.8%
9,379
-925
5
$2.87M 1.44%
16,230
-77
6
$2.84M 1.42%
11,835
-94
7
$1.99M 0.99%
29,334
8
$1.51M 0.76%
10,722
-155
9
$1.51M 0.75%
30,000
-6,000
10
$1.37M 0.69%
2,593
-319
11
$1.23M 0.62%
13,977
+2,197
12
$1.09M 0.55%
13,095
-53
13
$1.02M 0.51%
1,868
14
$1.02M 0.51%
46,767
-4,154
15
$779K 0.39%
8,780
16
$688K 0.34%
3,212
17
$566K 0.28%
2,640
18
$542K 0.27%
3,670
-22
19
$532K 0.27%
7,143
+1,042
20
$489K 0.25%
+10,268
21
$469K 0.23%
1
22
$458K 0.23%
39,490
+494
23
$448K 0.22%
7,269
-3,681
24
$448K 0.22%
2,953
25
$426K 0.21%
1,379
1
2 3 4