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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$47K ﹤0.01%
1,070
352
$46K ﹤0.01%
3,863
353
$45K ﹤0.01%
2,722
354
$45K ﹤0.01%
+1,898
355
$44K ﹤0.01%
807
-23
356
$44K ﹤0.01%
1,023
-257
357
$44K ﹤0.01%
600
358
$43K ﹤0.01%
947
+128
359
$43K ﹤0.01%
1,500
-7
360
$43K ﹤0.01%
3,318
-628
361
$43K ﹤0.01%
395
+7
362
$42K ﹤0.01%
783
-1,448
363
$42K ﹤0.01%
610
-370
364
$42K ﹤0.01%
2,683
+1,820
365
$41K ﹤0.01%
7,000
-440
366
$41K ﹤0.01%
505
-393
367
$40K ﹤0.01%
1,764
-252
368
$40K ﹤0.01%
1,433
+325
369
$40K ﹤0.01%
622
-822
370
$40K ﹤0.01%
295
-5
371
$40K ﹤0.01%
507
-11
372
$40K ﹤0.01%
2,466
-3,082
373
$39K ﹤0.01%
3,094
374
$39K ﹤0.01%
272
375
$38K ﹤0.01%
+1,819
13 14
15
16 17