Asset Manager
← All Institutions
Gitterman Wealth Management, LLC
Market Value
$429M
+13.9%
Holdings
347
+187
New Purchases
218
Added To
52
Closed
11
Reduced
57
Top 10 Concentration
80.5%
Turnover
66.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GRID | 8.02% | 7.34% | +0.68% | $34M |
| MSFT | 1.30% | 1.12% | +0.18% | $6M |
| ADSK | 0.13% | 0.00% | +0.13% | $569K |
| VZ | 0.12% | 0.00% | +0.12% | $505K |
| AZO | 0.09% | 0.00% | +0.09% | $371K |
| SJM | 0.08% | 0.00% | +0.08% | $362K |
| CB | 0.08% | 0.00% | +0.08% | $360K |
| BKNG | 0.08% | 0.00% | +0.08% | $359K |
| DAL | 0.08% | 0.00% | +0.08% | $358K |
| EW | 0.08% | 0.00% | +0.08% | $350K |
| IDXX | 0.08% | 0.00% | +0.08% | $350K |
| WRB | 0.08% | 0.00% | +0.08% | $350K |
| UAL | 0.08% | 0.00% | +0.08% | $350K |
| ORLY | 0.08% | 0.00% | +0.08% | $331K |
| PCG | 0.08% | 0.00% | +0.08% | $328K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VGIT | 19.33% | 21.63% | -2.29% | $83M |
| BIL | 8.68% | 9.82% | -1.14% | $37M |
| GLD | 5.65% | 6.07% | -0.42% | $24M |
| AAPL | 1.59% | 1.91% | -0.32% | $7M |
| HEFA | 3.91% | 4.17% | -0.26% | $17M |
| PHO | 6.03% | 6.23% | -0.20% | $26M |
| UNH | 0.19% | 0.36% | -0.17% | $807K |
| IBM | 0.14% | 0.29% | -0.15% | $610K |
| QLTY | 12.99% | 13.12% | -0.13% | $56M |
| MA | 0.07% | 0.20% | -0.13% | $320K |
| JNJ | 0.50% | 0.62% | -0.12% | $2M |
| ED | 0.05% | 0.17% | -0.12% | $224K |
| HCA | 0.00% | 0.11% | -0.11% | $0 |
| HSY | 0.00% | 0.10% | -0.10% | $0 |
| CTSH | 0.00% | 0.10% | -0.10% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 59 | $97M | 22.7% |
| Large Cap | 214 | $187M | 43.6% |
| Mid Cap | 56 | $141M | 33.0% |
| Small Cap | 17 | $3M | 0.7% |
| Micro Cap | 1 | $114K | 0.0% |
Portfolio Analytics
Avg Market Cap
$193.4B
Median Market Cap
$36.3B
Avg P/E
33.4
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
317
# ETFs / Funds
30
Top Holdings (347 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VGIT | 19.33% | 1,385,699 | $83M | $59.81 | $1M | +15,343 | +1.1% | |
| 2 | QLTY | 12.99% | 1,624,912 | $56M | $34.26 | $6M | +45,803 | +2.9% | |
| 3 | VOO | 12.97% | 97,886 | $56M | $568.08 | $7M | +2,460 | +2.6% | |
| 4 | BIL | 8.68% | 405,565 | $37M | $91.73 | $233K | +2,540 | +0.6% | |
| 5 | GRID | 8.02% | 247,187 | $34M | $139.02 | $7M | +3,099 | +1.3% | |
| 6 | PHO | 6.03% | 369,969 | $26M | $69.91 | $2M | +6,546 | +1.8% | |
| 7 | GLD | 5.65% | 79,470 | $24M | $304.83 | $1M | +191 | +0.2% | |
| 8 | HEFA | 3.91% | 441,172 | $17M | $37.96 | $1M | +8,659 | +2.0% | |
| 9 | AAPL | 1.59% | 33,206 | $7M | $205.17 | -$367K | +883 | +2.7% | |
| 10 | MSFT | 1.30% | 11,241 | $6M | $497.43 | $1M | -5 | -0.0% | |
| 11 | VTI | 1.20% | 16,927 | $5M | $303.93 | $747K | +928 | +5.8% | |
| 12 | IVV | 1.07% | 7,414 | $5M | $620.87 | $474K | +66 | +0.9% | |
| 13 | JNJ | 0.50% | 14,005 | $2M | $152.75 | -$185K | -9 | -0.1% | |
| 14 | NEE | 0.44% | 27,126 | $2M | $69.42 | $325K | +5,152 | +23.4% | |
| 15 | GOOGL | 0.33% | 8,085 | $1M | $176.24 | $112K | -406 | -4.8% | |
| 16 | NVO | 0.28% | 17,113 | $1M | $69.02 | -$145K | -1,985 | -10.4% | |
| 17 | NOC | 0.22% | 1,860 | $930K | $499.98 | -$22K | — | — | |
| 18 | IWF | 0.21% | 2,111 | $896K | $424.58 | $134K | — | — | |
| 19 | BRK-B | 0.21% | 1,818 | $883K | $485.77 | $127K | +398 | +28.0% | |
| 20 | GOOG | 0.19% | 4,644 | $824K | $177.40 | $98K | — | — | |
| 21 | TBIL | 0.19% | 16,376 | $819K | $49.99 | -$46K | -908 | -5.2% | |
| 22 | UNH | 0.19% | 2,586 | $807K | $311.97 | -$547K | +1 | +0.0% | |
| 23 | XOM | 0.19% | 7,479 | $806K | $107.79 | -$82K | +9 | +0.1% | |
| 24 | XYL | 0.18% | 5,933 | $768K | $129.36 | $71K | +105 | +1.8% | |
| 25 | NUBD | 0.18% | 34,221 | $762K | $22.26 | -$8K | -483 | -1.4% | |
| 26 | JPM | 0.17% | 2,578 | $747K | $289.91 | $363K | +1,010 | +64.4% | |
| 27 | BRK-A | 0.17% | 1 | $729K | $728,800.00 | -$70K | — | — | |
| 28 | AAON | 0.16% | 9,519 | $702K | $73.76 | -$42K | -10 | -0.1% | |
| 29 | AGG | 0.16% | 7,004 | $695K | $99.20 | $70K | +690 | +10.9% | |
| 30 | HON | 0.16% | 2,854 | $665K | $232.91 | $85K | +117 | +4.3% | |
| 31 | TTEK | 0.15% | 18,457 | $664K | $35.96 | $172K | +1,632 | +9.7% | |
| 32 | T | 0.15% | 22,571 | $653K | $28.94 | $251K | +8,364 | +58.9% | |
| 33 | NVDA | 0.14% | 3,917 | $619K | $158.00 | -$120K | -2,897 | -42.5% | |
| 34 | CNM | 0.14% | 10,250 | $619K | $60.35 | $103K | -422 | -4.0% | |
| 35 | DE | 0.14% | 1,211 | $616K | $508.41 | $255K | +443 | +57.7% | |
| 36 | IBM | 0.14% | 2,070 | $610K | $294.83 | -$495K | -2,371 | -53.4% | |
| 37 | VLTO | 0.14% | 5,986 | $604K | $100.97 | $81K | +618 | +11.5% | |
| 38 | STN | 0.13% | 5,261 | $572K | $108.67 | $101K | -415 | -7.3% | |
| 39 | ADSK | 0.13% | 1,840 | $569K | $309.49 | — | +1,840 | — | NEW |
| 40 | SBS | 0.12% | 23,933 | $526K | $21.97 | $307K | +11,685 | +95.4% | |
| 41 | AMZN | 0.12% | 2,393 | $525K | $219.39 | $33K | -193 | -7.5% | |
| 42 | MCD | 0.12% | 1,795 | $525K | $292.25 | $218K | +814 | +83.0% | |
| 43 | PNR | 0.12% | 5,038 | $517K | $102.67 | $108K | +365 | +7.8% | |
| 44 | VZ | 0.12% | 11,681 | $505K | $43.27 | — | +11,681 | — | NEW |
| 45 | NDAQ | 0.12% | 5,630 | $503K | $89.39 | $276K | +2,629 | +87.6% | |
| 46 | CSCO | 0.12% | 7,216 | $501K | $69.38 | $288K | +3,776 | +109.8% | |
| 47 | PG | 0.11% | 2,971 | $473K | $159.30 | -$33K | — | — | |
| 48 | AXON | 0.11% | 571 | $473K | $827.96 | $175K | +5 | +0.9% | |
| 49 | KKR | 0.11% | 3,551 | $472K | $133.03 | $62K | — | — | |
| 50 | AWK | 0.11% | 3,356 | $467K | $139.11 | -$116K | -597 | -15.1% | |
| 51 | WTRG | 0.10% | 11,961 | $444K | $37.14 | -$11K | +446 | +3.9% | |
| 52 | SBUX | 0.10% | 4,809 | $441K | $91.65 | -$144K | -1,154 | -19.4% | |
| 53 | QQQ | 0.10% | 794 | $438K | $551.64 | $66K | — | — | |
| 54 | FBTC | 0.10% | 4,511 | $424K | $93.99 | $114K | +205 | +4.8% | |
| 55 | COST | 0.10% | 427 | $422K | $989.46 | -$97K | -123 | -22.4% | |
| 56 | NVS | 0.09% | 3,291 | $398K | $121.02 | $24K | -68 | -2.0% | |
| 57 | TSM | 0.09% | 1,663 | $377K | $226.87 | $90K | -65 | -3.8% | |
| 58 | SAP | 0.09% | 1,234 | $376K | $304.80 | $31K | -50 | -3.9% | |
| 59 | V | 0.09% | 1,049 | $373K | $356.00 | -$293K | -849 | -44.7% | |
| 60 | AZO | 0.09% | 100 | $371K | $3,712.05 | — | +100 | — | NEW |
| 61 | AXP | 0.09% | 1,161 | $370K | $318.98 | $58K | — | — | |
| 62 | SJM | 0.08% | 3,686 | $362K | $98.20 | — | +3,686 | — | NEW |
| 63 | CB | 0.08% | 1,241 | $360K | $289.72 | — | +1,241 | — | NEW |
| 64 | BKNG | 0.08% | 62 | $359K | $5,789.02 | — | +62 | — | NEW |
| 65 | DAL | 0.08% | 7,285 | $358K | $49.18 | — | +7,285 | — | NEW |
| 66 | J | 0.08% | 2,713 | $357K | $131.51 | $31K | +17 | +0.6% | |
| 67 | EW | 0.08% | 4,474 | $350K | $78.21 | — | +4,474 | — | NEW |
| 68 | IDXX | 0.08% | 652 | $350K | $536.33 | — | +652 | — | NEW |
| 69 | WRB | 0.08% | 4,759 | $350K | $73.47 | — | +4,759 | — | NEW |
| 70 | UAL | 0.08% | 4,390 | $350K | $79.63 | — | +4,390 | — | NEW |
| 71 | CARR | 0.08% | 4,703 | $344K | $73.22 | $52K | +86 | +1.9% | |
| 72 | MS | 0.08% | 2,414 | $340K | $140.86 | -$175K | -1,994 | -45.2% | |
| 73 | CHKP | 0.08% | 1,528 | $338K | $221.18 | -$13K | -11 | -0.7% | |
| 74 | ORLY | 0.08% | 3,668 | $331K | $90.13 | — | +3,668 | — | NEW |
| 75 | PCG | 0.08% | 23,546 | $328K | $13.94 | — | +23,546 | — | NEW |
| 76 | F-PD | 0.08% | 29,877 | $324K | $10.85 | — | +29,877 | — | NEW |
| 77 | PRMB | 0.08% | 10,863 | $322K | $29.62 | $32K | +2,690 | +32.9% | |
| 78 | MA | 0.07% | 569 | $320K | $562.77 | -$435K | -808 | -58.7% | |
| 79 | LRCX | 0.07% | 3,219 | $313K | $97.34 | — | +3,219 | — | NEW |
| 80 | SILA | 0.07% | 12,977 | $307K | $23.67 | — | +12,977 | — | NEW |
| 81 | WTFC | 0.07% | 2,473 | $307K | $124.03 | $36K | +69 | +2.9% | |
| 82 | CIBR | 0.07% | 3,991 | $302K | $75.58 | $62K | +195 | +5.1% | |
| 83 | NFLX | 0.07% | 223 | $299K | $1,339.07 | — | +223 | — | NEW |
| 84 | SMH | 0.07% | 1,068 | $298K | $278.88 | $89K | +79 | +8.0% | |
| 85 | HSBC | 0.07% | 4,890 | $297K | $60.77 | $12K | -81 | -1.6% | |
| 86 | HUBB | 0.07% | 714 | $292K | $408.76 | — | +714 | — | NEW |
| 87 | WMS | 0.07% | 2,520 | $290K | $114.94 | $73K | +525 | +26.3% | |
| 88 | CIG | 0.07% | 147,721 | $290K | $1.96 | $23K | -3,883 | -2.6% | |
| 89 | IEFA | 0.07% | 3,347 | $279K | $83.47 | $26K | — | — | |
| 90 | SBAC | 0.06% | 1,183 | $278K | $234.81 | $11K | -30 | -2.5% | |
| 91 | CAH | 0.06% | 1,625 | $273K | $168.23 | -$136K | -1,349 | -45.4% | |
| 92 | TYL | 0.06% | 456 | $270K | $592.83 | $27K | +38 | +9.1% | |
| 93 | MRK | 0.06% | 3,407 | $270K | $79.22 | $60K | +1,068 | +45.7% | |
| 94 | WM | 0.06% | 1,163 | $266K | $228.64 | $2K | +23 | +2.0% | |
| 95 | KB | 0.06% | 3,200 | $264K | $82.58 | — | +3,200 | — | NEW |
| 96 | POOL | 0.06% | 903 | $264K | $292.13 | -$49K | -78 | -8.0% | |
| 97 | NGG | 0.06% | 3,508 | $261K | $74.38 | $19K | -182 | -4.9% | |
| 98 | LLY | 0.06% | 335 | $261K | $778.81 | -$311K | -358 | -51.7% | |
| 99 | LNN | 0.06% | 1,792 | $258K | $144.24 | $34K | +14 | +0.8% | |
| 100 | FSV | 0.06% | 1,456 | $254K | $174.79 | $15K | +12 | +0.8% |