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
$510M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Sells

1 +$3.4M
2 +$3.38M
3 +$3.2M
4
LO
LORILLARD INC COM STK
LO
+$3M
5
LEG icon
Leggett & Platt
LEG
+$2.27M

Sector Composition

1 Industrials 3.36%
2 Communication Services 3.29%
3 Real Estate 3.16%
4 Healthcare 3.02%
5 Utilities 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K ﹤0.01%
300
377
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+59
378
$7K ﹤0.01%
308
379
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337
+234
380
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317
381
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400
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383
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63
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384
$7K ﹤0.01%
146
+102
385
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81
+41
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$7K ﹤0.01%
+190
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389
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391
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83
392
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105
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471
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130
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$6K ﹤0.01%
+255
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$6K ﹤0.01%
1,000
398
$6K ﹤0.01%
100
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$6K ﹤0.01%
+100
400
$6K ﹤0.01%
+335