GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.04B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$10.4M
3
+$9.85M
4
COP icon
ConocoPhillips
COP
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.23M

Top Sells

1
+$19.4M
2
+$13M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.4M
5
EQIX icon
Equinix
EQIX
+$9.98M

Sector Composition

1 Financials 6.01%
2 Healthcare 5.4%
3 Technology 4.59%
4 Industrials 4.57%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$237K 0.01%
+5,559
252
$221K 0.01%
2,738
+111
253
$216K 0.01%
10,474
+1,792
254
$202K 0.01%
1,199
+21
255
$194K 0.01%
8,546
256
$193K 0.01%
7,649
257
$193K 0.01%
9,169
-4,846
258
$192K 0.01%
1,262
+78
259
$191K 0.01%
+2,955
260
$186K 0.01%
7,257
261
$183K 0.01%
1,254
262
$166K 0.01%
1,622
-466
263
$166K 0.01%
3,106
+200
264
$163K 0.01%
19,578
+2,805
265
$162K 0.01%
984
266
$158K 0.01%
1,857
+368
267
$153K 0.01%
16,715
+3,894
268
$152K 0.01%
7,302
269
$151K 0.01%
1,754
+155
270
$148K 0.01%
358
+325
271
$143K 0.01%
757
+58
272
$141K 0.01%
3,298
273
$137K 0.01%
1,604
+7
274
$137K 0.01%
1,566
275
$135K 0.01%
2,871
9 10
11
12 13