Gitterman Wealth Management 13F annual report
Gitterman Wealth Management is an investment fund managing more than $259 billion ran by Jennifer Easley. There are currently 103 companies in Mrs. Easley’s portfolio. The largest investments include Vanguard Scottsdale Fds and Spdr Ser Tr, together worth $179 billion.
$259 billion Assets Under Management (AUM)
As of 5th August 2024, Gitterman Wealth Management’s top holding is 2,643,694 shares of Vanguard Scottsdale Fds currently worth over $154 billion and making up 59.3% of the portfolio value.
In addition, the fund holds 275,392 shares of Spdr Ser Tr worth $25.3 billion.
The third-largest holding is First Tr Exchange Traded Fd worth $20 billion and the next is Apple Inc worth $7.41 billion, with 35,204 shares owned.
Currently, Gitterman Wealth Management's portfolio is worth at least $259 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Gitterman Wealth Management
The Gitterman Wealth Management office and employees reside in Edison, New Jersey. According to the last 13-F report filed with the SEC, Jennifer Easley serves as the Director of Operations at Gitterman Wealth Management.
Recent trades
In the most recent 13F filing, Gitterman Wealth Management revealed that it had opened a new position in
Nasdaq Inc and bought 8,305 shares worth $501 million.
This means they effectively own approximately 0.1% of the company.
Nasdaq Inc makes up
11.9%
of the fund's Finance sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Ishares Tr by buying
86 additional shares.
This makes their stake in Ishares Tr total 12,081 shares worth $4.81 billion.
On the other hand, there are companies that Gitterman Wealth Management is getting rid of from its portfolio.
Gitterman Wealth Management closed its position in Aon plc on 12th August 2024.
It sold the previously owned 2,008 shares for $670 million.
Jennifer Easley also disclosed a decreased stake in Vanguard Scottsdale Fds by approximately 0.1%.
This leaves the value of the investment at $154 billion and 2,643,694 shares.
One of the smaller hedge funds
The two most similar investment funds to Gitterman Wealth Management are Snider and Forager Capital Management. They manage $259 billion and $259 billion respectively.
Jennifer Easley investment strategy
Gitterman Wealth Management’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 3.6% of
the total portfolio value.
The fund focuses on investments in the United States as
57.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
50% of the total holdings value.
On the other hand, small-cap stocks make up only 2.9% of the portfolio.
The average market cap of the portfolio companies is close to $177 billion.
The complete list of Gitterman Wealth Management trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Scottsdale Fds |
0.46%
2,643,694
|
$153,522,148,000 | 59.27% |
| Spdr Ser Tr |
0.65%
275,392
|
$25,275,808,000 | 9.76% |
| First Tr Exchange Traded Fd |
4.42%
172,971
|
$19,993,012,000 | 7.72% |
| Apple Inc |
1.52%
35,204
|
$7,414,846,000 | 2.86% |
| Microsoft Corporation |
0.19%
11,997
|
$5,362,701,000 | 2.07% |
| Ishares Tr |
0.72%
12,081
|
$4,808,236,000 | 1.86% |
| Novo-nordisk A S |
No change
19,088
|
$2,724,622,000 | 1.05% |
| Johnson & Johnson |
No change
15,043
|
$2,198,680,000 | 0.85% |
| Alphabet Inc |
14.21%
12,810
|
$2,339,046,000 | 0.90% |
| NextEra Energy Inc |
4.34%
20,923
|
$1,481,509,000 | 0.57% |
| International Business Machs |
0.01%
7,968
|
$1,378,100,000 | 0.53% |
| Unitedhealth Group Inc |
No change
2,577
|
$1,312,363,000 | 0.51% |
| Rbb Fd Inc |
19.26%
25,368
|
$1,268,906,000 | 0.49% |
| Northrop Grumman Corp. |
No change
1,868
|
$814,355,000 | 0.31% |
| AAON Inc. |
No change
9,000
|
$785,160,000 | 0.30% |
| Aon plc. |
Closed
2,008
|
$670,458,000 | |
| Xylem Inc |
7.81%
4,885
|
$662,754,000 | 0.26% |
| Nushares Etf Tr |
4.12%
30,313
|
$661,418,000 | 0.26% |
| Honeywell International Inc |
No change
3,072
|
$655,973,000 | 0.25% |
| Grainger W W Inc |
Closed
642
|
$653,339,000 | |
| Berkshire Hathaway Inc. |
No change
1,580
|
$1,254,579,000 | 0.48% |
| Amazon.com Inc. |
No change
2,662
|
$514,432,000 | 0.20% |
| AT&T Inc. |
7.82%
26,867
|
$513,410,000 | 0.20% |
| Costco Whsl Corp New |
No change
602
|
$511,694,000 | 0.20% |
| Mcdonalds Corp |
104.19%
1,999
|
$509,829,000 | 0.20% |
| Aflac Inc. |
Closed
5,840
|
$501,195,000 | |
| Nasdaq Inc |
Opened
8,305
|
$500,506,000 | 0.19% |
| General Electric Co |
Closed
2,811
|
$493,410,000 | |
| Procter And Gamble Co |
No change
2,853
|
$470,461,000 | 0.18% |
| Paychex Inc. |
Opened
3,944
|
$468,011,000 | 0.18% |
| Abbvie Inc |
Opened
2,719
|
$466,811,000 | 0.18% |
| Starbucks Corp. |
102.13%
5,983
|
$466,055,000 | 0.18% |
| American Wtr Wks Co Inc New |
6.39%
3,487
|
$450,353,000 | 0.17% |
| Snap-on, Inc. |
Closed
1,484
|
$440,037,000 | |
| Ishares Tr |
Opened
3,568
|
$425,837,000 | 0.16% |
| Mastercard Incorporated |
34.76%
957
|
$422,810,000 | 0.16% |
| Broadcom Inc. |
Closed
306
|
$405,578,000 | |
| American Express Co. |
No change
1,686
|
$390,394,000 | 0.15% |
| Chipotle Mexican Grill |
Opened
6,200
|
$388,459,000 | 0.15% |
| Transdigm Group Incorporated |
Closed
315
|
$387,950,000 | |
| Bristol-Myers Squibb Co. |
Opened
9,282
|
$385,484,000 | 0.15% |
| Regeneron Pharmaceuticals, Inc. |
6.40%
366
|
$384,667,000 | 0.15% |
| Brown & Brown, Inc. |
Closed
4,371
|
$382,700,000 | |
| Tjx Cos Inc New |
Opened
3,432
|
$378,126,000 | 0.15% |
| Core & Main, Inc. |
6.13%
7,683
|
$376,007,000 | 0.15% |
| KKR & Co. Inc |
No change
3,551
|
$373,708,000 | 0.14% |
| Stantec Inc |
1.39%
4,402
|
$367,761,000 | 0.14% |
| Tetra Tech, Inc. |
12.49%
1,738
|
$355,400,000 | 0.14% |
| CSX Corp. |
Opened
10,156
|
$339,699,000 | 0.13% |
| Elevance Health Inc |
Closed
648
|
$336,217,000 | |
| McCormick & Co., Inc. |
Closed
4,373
|
$335,892,000 | |
| Nike, Inc. |
Closed
3,567
|
$335,414,000 | |
| Smith A O Corp |
Opened
4,054
|
$331,563,000 | 0.13% |
| Essential Utils Inc |
2.92%
8,879
|
$331,402,000 | 0.13% |
| Tyson Foods, Inc. |
Opened
5,749
|
$328,465,000 | 0.13% |
| Emerson Elec Co |
Opened
2,929
|
$322,868,000 | 0.12% |
| Primo Water Corporation |
24.48%
14,748
|
$322,369,000 | 0.12% |
| Pentair plc |
22.29%
4,203
|
$322,249,000 | 0.12% |
| Novartis AG |
27.38%
3,024
|
$321,819,000 | 0.12% |
| Cigna Group (The) |
4.29%
959
|
$317,745,000 | 0.12% |
| Jacobs Solutions Inc |
15.78%
2,253
|
$314,934,000 | 0.12% |
| Disney Walt Co |
Opened
3,157
|
$313,422,000 | 0.12% |
| JPMorgan Chase & Co. |
No change
1,547
|
$312,897,000 | 0.12% |
| Veralto Corp |
2.80%
3,236
|
$309,050,000 | 0.12% |
| Intercontinental Hotels Grou |
0.94%
2,900
|
$307,327,000 | 0.12% |
| Centene Corp. |
Closed
3,914
|
$307,172,000 | |
| HP Inc |
Closed
10,163
|
$307,125,000 | |
| Deere & Co. |
No change
818
|
$305,629,000 | 0.12% |
| Cencora Inc. |
Opened
1,355
|
$305,426,000 | 0.12% |
| Eli Lilly & Co |
No change
332
|
$300,306,000 | 0.12% |
| Capital One Finl Corp |
Opened
2,165
|
$300,022,000 | 0.12% |
| Berkley W R Corp |
Opened
3,773
|
$296,610,000 | 0.11% |
| Bjs Whsl Club Hldgs Inc |
Closed
3,896
|
$294,737,000 | |
| Lennox International Inc |
3.35%
549
|
$294,161,000 | 0.11% |
| Marsh & McLennan Cos., Inc. |
Closed
1,393
|
$287,125,000 | |
| RPM International, Inc. |
Opened
2,640
|
$284,245,000 | 0.11% |
| Taiwan Semiconductor Mfg Ltd |
Opened
1,625
|
$282,440,000 | 0.11% |
| Gartner, Inc. |
Closed
588
|
$280,280,000 | |
| Labcorp Holdings Inc. |
Opened
1,338
|
$272,496,000 | 0.11% |
| Boeing Co. |
36.46%
1,497
|
$272,469,000 | 0.11% |
| PTC Inc |
1.71%
1,484
|
$269,509,000 | 0.10% |
| Cognizant Technology Solutio |
9.32%
3,953
|
$268,954,000 | 0.10% |
| Hilton Worldwide Holdings Inc |
25.40%
1,225
|
$267,295,000 | 0.10% |
| Home Depot, Inc. |
Opened
769
|
$264,831,000 | 0.10% |
| Travelers Companies Inc. |
Opened
1,288
|
$262,185,000 | 0.10% |
| Public Storage |
Closed
895
|
$260,228,000 | |
| CDW Corp |
Closed
987
|
$252,715,000 | |
| Visa Inc |
52.12%
958
|
$251,841,000 | 0.10% |
| Pool Corporation |
Closed
621
|
$251,474,000 | |
| Merck & Co Inc |
Opened
2,030
|
$251,351,000 | 0.10% |
| Trane Technologies plc |
Closed
834
|
$250,308,000 | |
| Automatic Data Processing In |
11.63%
1,018
|
$243,564,000 | 0.09% |
| Check Point Software Tech Lt |
No change
1,476
|
$243,458,000 | 0.09% |
| Select Water Solutions Inc |
1.52%
22,685
|
$242,731,000 | 0.09% |
| SBA Communications Corp |
12.60%
1,233
|
$241,985,000 | 0.09% |
| Sysco Corp. |
Opened
3,385
|
$241,650,000 | 0.09% |
| Cia Energetica De Minas Gera |
30.80%
137,108
|
$241,313,000 | 0.09% |
| Rentokil Initial Plc |
17.64%
7,984
|
$236,739,000 | 0.09% |
| Electronic Arts, Inc. |
Closed
1,765
|
$234,349,000 | |
| Sap SE |
28.03%
1,158
|
$233,848,000 | 0.09% |
| Amphenol Corp. |
Closed
1,995
|
$230,428,000 | |
| Morgan Stanley |
Opened
2,365
|
$229,854,000 | 0.09% |
| ServiceNow Inc |
Opened
289
|
$227,341,000 | 0.09% |
| Netapp Inc |
15.32%
1,763
|
$227,093,000 | 0.09% |
| Accenture Plc Ireland |
Opened
744
|
$225,927,000 | 0.09% |
| Dr Reddys Labs Ltd |
Opened
2,916
|
$222,171,000 | 0.09% |
| Valmont Inds Inc |
Opened
799
|
$219,492,000 | 0.08% |
| National Grid Plc |
Opened
3,862
|
$219,419,000 | 0.08% |
| Wintrust Finl Corp |
1.23%
2,227
|
$219,364,000 | 0.08% |
| Netflix Inc. |
Closed
354
|
$214,999,000 | |
| Cintas Corporation |
Opened
305
|
$213,628,000 | 0.08% |
| Adobe Inc |
Opened
384
|
$213,334,000 | 0.08% |
| Roper Technologies Inc |
14.25%
373
|
$210,420,000 | 0.08% |
| M & T Bk Corp |
Opened
1,370
|
$207,360,000 | 0.08% |
| Waters Corp. |
Closed
601
|
$206,883,000 | |
| Texas Instrs Inc |
10.76%
1,062
|
$206,591,000 | 0.08% |
| Lockheed Martin Corp. |
No change
442
|
$206,458,000 | 0.08% |
| NVIDIA Corp |
Opened
1,660
|
$205,076,000 | 0.08% |
| Hsbc Hldgs Plc |
Opened
4,699
|
$204,364,000 | 0.08% |
| Axon Enterprise Inc |
14.64%
694
|
$204,199,000 | 0.08% |
| Danaher Corp. |
Closed
817
|
$204,137,000 | |
| Equinix Inc |
Opened
266
|
$202,570,000 | 0.08% |
| S&P Global Inc |
Opened
451
|
$201,146,000 | 0.08% |
| Great Lakes Dredge & Dock Corporation |
2.37%
22,875
|
$200,842,000 | 0.08% |
| Telefonica S.A |
0.62%
37,371
|
$157,329,000 | 0.06% |
| Wipro Ltd. |
1.61%
23,705
|
$144,608,000 | 0.06% |
| Perimeter Solutions, SA |
24.59%
17,617
|
$137,941,000 | 0.05% |
| Sirius XM Holdings Inc |
Closed
32,475
|
$126,000,000 | |
| Latham Group Inc |
0.90%
32,832
|
$99,481,000 | 0.04% |
| No transactions found | |||
| Showing first 500 out of 129 holdings | |||
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