Glenmede Total Market Portfolio
GTTMX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Glenmede Total Market Plus Equity Portfolio (GTTMX) is an open-end mutual fund managed by Glenmede Investment Management LP (GIM), an independently owned boutique asset management firm and affiliate of The Glenmede Trust Company, N.A., that seeks long-term capital appreciation consistent with reasonable risk to principal through quantitative analysis. The Portfolio invests at least 80% of the value of its net assets, including borrowings for investment purposes, in long and short positions with respect to equity securities of U.S. public companies tied economically to the United States and spanning the broad market capitalization range of the Russell 3000 Index; it employs a market-neutral, long/short equity strategy focused on mid-cap value styles, with top holdings including EMCOR Group Inc., Sanmina Corp., MGIC Investment Corp., F5 Inc., and Unum Group as of recent data, alongside heavy sector allocations to technology (38.43%), financial services (18.14%), and consumer cyclical (15.36%). The Glenmede Trust Company, N.A., founded in 1956 and headquartered in Philadelphia, Pennsylvania, originally established to administer The Pew Memorial Trust and related family trusts stemming from the Sun Oil fortune, has expanded into a comprehensive wealth management platform offering investment management, trust administration, tax planning, philanthropic advisory, fiduciary services, financial planning, private equity, hedge funds, and quantitative strategies to high-net-worth individuals, multigenerational families, endowments, foundations, and institutions across the United States via offices in Philadelphia, Princeton, Northern New Jersey, Wilmington, Cleveland, New York City, Washington DC, Palm Beach, and Pittsburgh. Glenmede Investment Management LP provides access to proprietary mutual funds like the Total Market Plus Equity Portfolio (launched December 21, 2006), alongside separately managed accounts and collective vehicles in actively managed equity, liquid alternative, thematic, and sustainable investing strategies for institutional investors, advisors, consultants, and qualified investors nationwide. Recent developments include the November 2024 launch of the Glenmede Energy Resilience Strategy, an actively managed, high-conviction U.S. mid- and large-cap equity portfolio targeting companies facilitating energy transition resilience through efficient technologies, grid modernization, components, sustainable consumption, and infrastructure financing, developed by GIM's Disciplined Equity Team in partnership with its Sustainable Investing Team; the November 1, 2024 appointment of Elizabeth Eldridge as President of GIM, succeeding Kent Weaver and leveraging her prior leadership in manager research since joining in 2020; and ongoing contractual expense waivers for the Total Market Plus Equity Portfolio through February 28, 2026, with total net assets of approximately $30.77 million and a net expense ratio of 2.04% as of latest reports.