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
376
$55K ﹤0.01%
1,516
+16
377
$55K ﹤0.01%
1,746
-71
378
$54K ﹤0.01%
878
379
$54K ﹤0.01%
588
380
$53K ﹤0.01%
297
+240
381
$52K ﹤0.01%
233
+61
382
$52K ﹤0.01%
1,764
383
$52K ﹤0.01%
3,649
384
$52K ﹤0.01%
981
+646
385
$52K ﹤0.01%
3,318
386
$52K ﹤0.01%
4,033
387
$51K ﹤0.01%
2,199
-436
388
$51K ﹤0.01%
551
+186
389
$50K ﹤0.01%
1,282
-237,156
390
$50K ﹤0.01%
657
-393
391
$50K ﹤0.01%
554
+12
392
$50K ﹤0.01%
869
+15
393
$50K ﹤0.01%
475
394
$50K ﹤0.01%
550
-24
395
$49K ﹤0.01%
881
+28
396
$49K ﹤0.01%
132
-2
397
$48K ﹤0.01%
+1,000
398
$48K ﹤0.01%
363
+29
399
$48K ﹤0.01%
525
+28
400
$47K ﹤0.01%
1,665
+89
14 15
16
17 18