Gitterman Wealth Management is based out of Edison. Gitterman Wealth Management is a large advisory firm with 567 clients and discretionary assets under management (AUM) of $555,681,551 (Form ADV from 2023-12-13). Their last reported 13F filing for Q4 2023 included $224,491,020 in managed 13F securities
and a top 10 holdings concentration of 87.2%. Gitterman Wealth Management's largest holding is VANGUARD SHORT-TERM TREASURY INDEX FUND-ETF Shares with shares held of 1,651,842. Whalewisdom has at least 12 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
WAT Waters Corporation | 0.23% |
ADBE Adobe Systems, Inc. | 0.22% |
AOS Smith (A.O.) Corp., | 0.19% |
MAS Masco Corp. | 0.18% |
PANW Palo Alto Networks I | 0.18% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
LLY Lilly (Eli) & Co. | 0.23% |
ADSK Autodesk, Inc. | 0.19% |
GOOGL Alphabet Inc. Class | 0.17% |
DHR Danaher Corp. | 0.17% |
ANSS ANSYS, Inc. | 0.16% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VGSH VANGUARD SHORT-TERM | 42.92% |
VGIT VANGUARD INTERMEDIAT | 33.24% |
AAPL Apple Inc | 2.98% |
MSFT Microsoft Corp. | 2.19% |
IVV iShares Core S&P 500 | 1.53% |
2023-12-31
13F Activity
Market Value | $224m, Prior: $211m |
New Purchases | 30 stocks |
Added To | 22 stocks |
Sold out of | 24 stocks |
Reduced holdings in | 20 stocks |
Top 10 Holdings % | 87.2% |
Turnover %[1] | 60.67% |
Turnover Alt %[2] | 3.3% |
Time Held Top 20 | 7.95 quarters |
Time Held Top 10 | 8 quarters |
Time Held All | 4.7 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31