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
351
$61K ﹤0.01%
928
+513
352
$61K ﹤0.01%
1,336
353
$60K ﹤0.01%
3,798
354
$60K ﹤0.01%
4,016
355
$60K ﹤0.01%
+2,700
356
$60K ﹤0.01%
426
+35
357
$59K ﹤0.01%
678
+363
358
$58K ﹤0.01%
250
+20
359
$58K ﹤0.01%
951
+145
360
$58K ﹤0.01%
10,029
361
$58K ﹤0.01%
400
-7
362
$57K ﹤0.01%
648
+9
363
$57K ﹤0.01%
+2,627
364
$57K ﹤0.01%
555
+500
365
$57K ﹤0.01%
350
+204
366
$57K ﹤0.01%
1,157
+459
367
$57K ﹤0.01%
2,023
+641
368
$57K ﹤0.01%
1,372
+972
369
$56K ﹤0.01%
1,200
370
$56K ﹤0.01%
3,717
371
$56K ﹤0.01%
1,093
+1
372
$55K ﹤0.01%
488
-408
373
$55K ﹤0.01%
+611
374
$55K ﹤0.01%
1,472
+280
375
$55K ﹤0.01%
1,326
13 14
15
16 17