Asset Manager
← All Institutions
Gitterman Wealth Management, LLC
Market Value
$376M
+57.4%
Holdings
160
+1
New Purchases
34
Added To
60
Closed
31
Reduced
28
Top 10 Concentration
84.5%
Turnover
40.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| QLTY | 13.12% | 0.00% | +13.12% | $49M |
| VOO | 13.03% | 0.00% | +13.03% | $49M |
| PHO | 6.23% | 0.00% | +6.23% | $23M |
| GLD | 6.07% | 0.00% | +6.07% | $23M |
| HEFA | 4.17% | 0.00% | +4.17% | $16M |
| HCA | 0.11% | 0.00% | +0.11% | $431K |
| MCK | 0.11% | 0.00% | +0.11% | $428K |
| CAH | 0.11% | 0.00% | +0.11% | $410K |
| GS | 0.10% | 0.00% | +0.10% | $371K |
| HSY | 0.10% | 0.00% | +0.10% | $368K |
| IP | 0.10% | 0.00% | +0.10% | $360K |
| LOW | 0.09% | 0.00% | +0.09% | $355K |
| PPG | 0.09% | 0.00% | +0.09% | $333K |
| DHI | 0.09% | 0.00% | +0.09% | $332K |
| AMAT | 0.09% | 0.00% | +0.09% | $330K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VGIT | 21.63% | 43.49% | -21.86% | $81M |
| IYW | 0.00% | 4.12% | -4.12% | $0 |
| GRID | 7.34% | 11.40% | -4.06% | $28M |
| AAPL | 1.91% | 3.61% | -1.71% | $7M |
| MSFT | 1.12% | 1.98% | -0.86% | $4M |
| IVV | 1.10% | 1.81% | -0.71% | $4M |
| BIL | 9.82% | 10.40% | -0.58% | $37M |
| IBM | 0.29% | 0.80% | -0.51% | $1M |
| JNJ | 0.62% | 1.00% | -0.39% | $2M |
| NVO | 0.35% | 0.69% | -0.33% | $1M |
| GOOGL | 0.35% | 0.67% | -0.32% | $1M |
| TBIL | 0.23% | 0.51% | -0.28% | $864K |
| NEE | 0.41% | 0.66% | -0.24% | $2M |
| HPQ | 0.00% | 0.22% | -0.22% | $0 |
| AAON | 0.20% | 0.39% | -0.20% | $745K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 39 | $87M | 23.2% |
| Large Cap | 96 | $166M | 44.2% |
| Mid Cap | 20 | $121M | 32.2% |
| Small Cap | 4 | $1M | 0.3% |
| Micro Cap | 1 | $115K | 0.0% |
Portfolio Analytics
Avg Market Cap
$306.4B
Median Market Cap
$52.5B
Avg P/E
30.4
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.84
# Stocks
138
# ETFs / Funds
22
Top Holdings (160 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VGIT | 21.63% | 1,370,356 | $81M | $59.40 | -$23M | -422,857 | -23.6% | |
| 2 | QLTY | 13.12% | 1,579,109 | $49M | $31.26 | — | +1,579,109 | — | NEW |
| 3 | VOO | 13.03% | 95,426 | $49M | $513.96 | — | +95,426 | — | NEW |
| 4 | BIL | 9.82% | 403,025 | $37M | $91.73 | $12M | +131,060 | +48.2% | |
| 5 | GRID | 7.34% | 244,088 | $28M | $113.13 | $350K | +15,628 | +6.8% | |
| 6 | PHO | 6.23% | 363,423 | $23M | $64.52 | — | +363,423 | — | NEW |
| 7 | GLD | 6.07% | 79,279 | $23M | $288.14 | — | +79,279 | — | NEW |
| 8 | HEFA | 4.17% | 432,513 | $16M | $36.29 | — | +432,513 | — | NEW |
| 9 | AAPL | 1.91% | 32,323 | $7M | $222.13 | -$1M | -2,182 | -6.3% | |
| 10 | VTI | 1.17% | 15,999 | $4M | $274.84 | $1M | +4,859 | +43.6% | |
| 11 | MSFT | 1.12% | 11,246 | $4M | $375.40 | -$507K | +27 | +0.2% | |
| 12 | IVV | 1.10% | 7,348 | $4M | $561.87 | -$196K | +2 | +0.0% | |
| 13 | JNJ | 0.62% | 14,014 | $2M | $165.84 | -$76K | -2,582 | -15.6% | |
| 14 | NEE | 0.41% | 21,974 | $2M | $70.89 | -$13K | +57 | +0.3% | |
| 15 | UNH | 0.36% | 2,585 | $1M | $523.75 | $49K | +5 | +0.2% | |
| 16 | NVO | 0.35% | 19,098 | $1M | $69.44 | -$316K | +10 | +0.1% | |
| 17 | GOOGL | 0.35% | 8,491 | $1M | $154.64 | -$284K | +55 | +0.7% | |
| 18 | IBM | 0.29% | 4,441 | $1M | $248.86 | -$819K | -4,313 | -49.3% | |
| 19 | NOC | 0.25% | 1,860 | $952K | $512.01 | $79K | — | — | |
| 20 | XOM | 0.24% | 7,470 | $888K | $118.92 | $85K | — | — | |
| 21 | TBIL | 0.23% | 17,284 | $864K | $50.01 | -$364K | -7,356 | -29.9% | |
| 22 | BRK-A | 0.21% | 1 | $798K | $798,442.00 | $118K | — | — | |
| 23 | NUBD | 0.20% | 34,704 | $770K | $22.18 | $106K | +4,241 | +13.9% | |
| 24 | IWF | 0.20% | 2,111 | $762K | $361.09 | $67K | +379 | +21.9% | |
| 25 | BRK-B | 0.20% | 1,420 | $756K | $532.58 | $37K | -166 | -10.5% | |
| 26 | MA | 0.20% | 1,377 | $755K | $548.34 | $50K | +39 | +2.9% | |
| 27 | AAON | 0.20% | 9,529 | $745K | $78.13 | -$197K | +1,529 | +19.1% | |
| 28 | NVDA | 0.20% | 6,814 | $739K | $108.38 | $222K | +2,969 | +77.2% | |
| 29 | GOOG | 0.19% | 4,644 | $726K | $156.24 | -$151K | +40 | +0.9% | |
| 30 | XYL | 0.18% | 5,828 | $696K | $119.46 | $77K | +491 | +9.2% | |
| 31 | V | 0.18% | 1,898 | $666K | $350.94 | $353K | +909 | +91.9% | |
| 32 | ED | 0.17% | 5,794 | $641K | $110.59 | $152K | +322 | +5.9% | |
| 33 | AGG | 0.17% | 6,314 | $625K | $98.92 | $201K | +1,946 | +44.5% | |
| 34 | SBUX | 0.16% | 5,963 | $585K | $98.14 | $369K | +3,598 | +152.1% | |
| 35 | AWK | 0.15% | 3,953 | $583K | $147.51 | $111K | +156 | +4.1% | |
| 36 | HON | 0.15% | 2,737 | $580K | $211.74 | -$83K | -196 | -6.7% | |
| 37 | LLY | 0.15% | 693 | $572K | $825.69 | $148K | +143 | +26.0% | |
| 38 | VLTO | 0.14% | 5,368 | $523K | $97.49 | $107K | +1,278 | +31.2% | |
| 39 | COST | 0.14% | 550 | $520K | $945.42 | $12K | -5 | -0.9% | |
| 40 | CNM | 0.14% | 10,672 | $516K | $48.31 | -$100K | -1,425 | -11.8% | |
| 41 | MS | 0.14% | 4,408 | $515K | $116.74 | $216K | +2,035 | +85.8% | |
| 42 | PG | 0.13% | 2,971 | $506K | $170.40 | $5K | -20 | -0.7% | |
| 43 | TTEK | 0.13% | 16,825 | $492K | $29.25 | $98K | +6,945 | +70.3% | |
| 44 | AMZN | 0.13% | 2,586 | $492K | $190.26 | -$78K | -14 | -0.5% | |
| 45 | STN | 0.12% | 5,676 | $470K | $82.85 | $31K | +80 | +1.4% | |
| 46 | WTRG | 0.12% | 11,515 | $455K | $39.53 | $83K | +1,272 | +12.4% | |
| 47 | HCA | 0.11% | 1,246 | $431K | $345.69 | — | +1,246 | — | NEW |
| 48 | MCK | 0.11% | 636 | $428K | $673.00 | — | +636 | — | NEW |
| 49 | AON | 0.11% | 1,042 | $416K | $399.25 | -$315K | -993 | -48.8% | |
| 50 | KKR | 0.11% | 3,551 | $411K | $115.61 | -$115K | — | — | |
| 51 | CAH | 0.11% | 2,974 | $410K | $137.77 | — | +2,974 | — | NEW |
| 52 | PNR | 0.11% | 4,673 | $409K | $87.49 | -$67K | -51 | -1.1% | |
| 53 | T | 0.11% | 14,207 | $402K | $28.28 | -$298K | -16,545 | -53.8% | |
| 54 | BSX | 0.10% | 3,832 | $387K | $100.88 | $33K | -127 | -3.2% | |
| 55 | JPM | 0.10% | 1,568 | $385K | $245.30 | $11K | +11 | +0.7% | |
| 56 | NVS | 0.10% | 3,359 | $374K | $111.44 | $51K | +35 | +1.1% | |
| 57 | QQQ | 0.10% | 794 | $372K | $468.92 | -$34K | — | — | |
| 58 | GS | 0.10% | 678 | $371K | $547.01 | — | +678 | — | NEW |
| 59 | HSY | 0.10% | 2,151 | $368K | $171.21 | — | +2,151 | — | NEW |
| 60 | CTSH | 0.10% | 4,727 | $362K | $76.54 | $54K | +722 | +18.0% | |
| 61 | DE | 0.10% | 768 | $360K | $469.35 | -$224K | -611 | -44.3% | |
| 62 | IP | 0.10% | 6,745 | $360K | $53.35 | — | +6,745 | — | NEW |
| 63 | LOW | 0.09% | 1,521 | $355K | $233.42 | — | +1,521 | — | NEW |
| 64 | CHKP | 0.09% | 1,539 | $351K | $227.85 | $65K | +6 | +0.4% | |
| 65 | SAP | 0.09% | 1,284 | $345K | $268.72 | $29K | +1 | +0.1% | |
| 66 | PPG | 0.09% | 3,043 | $333K | $109.44 | — | +3,043 | — | NEW |
| 67 | DHI | 0.09% | 2,607 | $332K | $127.20 | — | +2,607 | — | NEW |
| 68 | AMAT | 0.09% | 2,272 | $330K | $145.19 | — | +2,272 | — | NEW |
| 69 | J | 0.09% | 2,696 | $326K | $120.94 | -$60K | -192 | -6.7% | |
| 70 | RPM | 0.09% | 2,796 | $323K | $115.69 | -$16K | +34 | +1.2% | |
| 71 | TGT | 0.09% | 3,067 | $320K | $104.49 | — | +3,067 | — | NEW |
| 72 | BMY | 0.08% | 5,166 | $315K | $61.01 | — | +5,166 | — | NEW |
| 73 | POOL | 0.08% | 981 | $313K | $318.76 | -$72K | -146 | -12.9% | |
| 74 | AXP | 0.08% | 1,161 | $312K | $269.05 | -$188K | -525 | -31.1% | |
| 75 | FBTC | 0.08% | 4,306 | $310K | $71.97 | $56K | +1,195 | +38.4% | |
| 76 | MCD | 0.08% | 981 | $306K | $312.37 | $22K | — | — | |
| 77 | AXON | 0.08% | 566 | $298K | $525.98 | -$76K | -62 | -9.9% | |
| 78 | EXPE | 0.08% | 1,767 | $297K | $168.18 | — | +1,767 | — | NEW |
| 79 | CARR | 0.08% | 4,617 | $293K | $63.41 | — | +4,617 | — | NEW |
| 80 | PRMB | 0.08% | 8,173 | $290K | $35.48 | -$181K | -7,138 | -46.6% | |
| 81 | TSM | 0.08% | 1,728 | $287K | $166.15 | -$54K | +3 | +0.2% | |
| 82 | HSBC | 0.08% | 4,971 | $285K | $57.41 | $29K | -218 | -4.2% | |
| 83 | WTFC | 0.07% | 2,404 | $270K | $112.49 | -$26K | +31 | +1.3% | |
| 84 | CIG | 0.07% | 151,604 | $267K | $1.76 | -$403 | +628 | +0.4% | |
| 85 | SBAC | 0.07% | 1,213 | $267K | $219.95 | $1 | -97 | -7.4% | |
| 86 | WM | 0.07% | 1,140 | $264K | $231.35 | -$306K | -1,681 | -59.6% | |
| 87 | IEFA | 0.07% | 3,347 | $253K | $75.64 | — | +3,347 | — | NEW |
| 88 | ZWS | 0.07% | 7,609 | $251K | $32.98 | -$28K | +137 | +1.8% | |
| 89 | ORCL | 0.07% | 1,776 | $248K | $139.86 | — | +1,776 | — | NEW |
| 90 | IHG | 0.07% | 2,257 | $247K | $109.58 | -$31K | +29 | +1.3% | |
| 91 | PSO | 0.07% | 15,422 | $247K | $16.01 | -$1K | +25 | +0.2% | |
| 92 | SPGI | 0.07% | 485 | $247K | $508.55 | $6K | +2 | +0.4% | |
| 93 | TYL | 0.06% | 418 | $243K | $581.41 | $7K | +8 | +1.9% | |
| 94 | NGG | 0.06% | 3,690 | $242K | $65.59 | $19K | -69 | -1.8% | |
| 95 | AWR | 0.06% | 3,071 | $242K | $78.68 | — | +3,071 | — | NEW |
| 96 | IR | 0.06% | 3,011 | $241K | $80.03 | — | +3,011 | — | NEW |
| 97 | FSV | 0.06% | 1,444 | $240K | $166.06 | $39K | +337 | +30.4% | |
| 98 | CIBR | 0.06% | 3,796 | $239K | $63.00 | — | +3,796 | — | NEW |
| 99 | VTRS | 0.06% | 27,355 | $238K | $8.71 | — | +27,355 | — | NEW |
| 100 | SKM | 0.06% | 11,000 | $234K | $21.26 | $3K | +36 | +0.3% |