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
$2.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$41.3M
3
+$34.1M
4
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$26.2M
5
SAIC icon
Saic
SAIC
+$13.3M

Top Sells

1
+$44.5M
2
+$40.9M
3
+$22.7M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$17.2M
5
LOW icon
Lowe's Companies
LOW
+$13.9M

Sector Composition

1 Healthcare 6.86%
2 Financials 6.8%
3 Technology 5.48%
4 Industrials 4.04%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$74K ﹤0.01%
268
+128
352
$74K ﹤0.01%
+1,458
353
$72K ﹤0.01%
703
354
$71K ﹤0.01%
328
-83
355
$70K ﹤0.01%
2,668
356
$70K ﹤0.01%
332
357
$70K ﹤0.01%
1,523
+19
358
$70K ﹤0.01%
1,295
+281
359
$69K ﹤0.01%
2,313
+111
360
$69K ﹤0.01%
668
361
$67K ﹤0.01%
235
+3
362
$67K ﹤0.01%
870
+266
363
$67K ﹤0.01%
1,336
364
$66K ﹤0.01%
7,143
+18
365
$66K ﹤0.01%
2,790
-180
366
$65K ﹤0.01%
2,079
+94
367
$65K ﹤0.01%
400
368
$65K ﹤0.01%
2,577
-1,487
369
$64K ﹤0.01%
5,090
370
$64K ﹤0.01%
352
-1
371
$64K ﹤0.01%
2,568
-1,676
372
$63K ﹤0.01%
+1,165
373
$63K ﹤0.01%
995
+267
374
$63K ﹤0.01%
1,161
375
$62K ﹤0.01%
276
+270
13 14
15
16 17