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
326
$76K ﹤0.01%
5,090
327
$76K ﹤0.01%
4,593
-648
328
$74K ﹤0.01%
692
+535
329
$73K ﹤0.01%
457
+144
330
$73K ﹤0.01%
783
331
$73K ﹤0.01%
1,137
+875
332
$72K ﹤0.01%
1,501
-47
333
$71K ﹤0.01%
1,595
-166,665
334
$70K ﹤0.01%
1,067
+10
335
$69K ﹤0.01%
2,242
+15
336
$69K ﹤0.01%
1,336
337
$68K ﹤0.01%
849
-217
338
$67K ﹤0.01%
1,010
339
$67K ﹤0.01%
654
-101,494
340
$67K ﹤0.01%
2,697
-363
341
$66K ﹤0.01%
1,876
+132
342
$66K ﹤0.01%
523
+488
343
$66K ﹤0.01%
1,190
-75
344
$65K ﹤0.01%
778
-153
345
$65K ﹤0.01%
1,292
-177
346
$64K ﹤0.01%
1,565
+472
347
$64K ﹤0.01%
1,070
-650
348
$64K ﹤0.01%
386
+252
349
$63K ﹤0.01%
1,845
+35
350
$63K ﹤0.01%
632
-44
12 13
14
15 16