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
401
$47K ﹤0.01%
1,070
402
$47K ﹤0.01%
1,041
403
$46K ﹤0.01%
4,910
404
$46K ﹤0.01%
+1,348
405
$46K ﹤0.01%
1,229
406
$45K ﹤0.01%
276
+154
407
$45K ﹤0.01%
606
408
$45K ﹤0.01%
7,230
409
$44K ﹤0.01%
508
+457
410
$43K ﹤0.01%
3,094
411
$43K ﹤0.01%
588
+12
412
$42K ﹤0.01%
1,522
413
$42K ﹤0.01%
+500
414
$42K ﹤0.01%
1,030
-4,873
415
$40K ﹤0.01%
514
-833
416
$40K ﹤0.01%
884
+808
417
$40K ﹤0.01%
3,080
418
$40K ﹤0.01%
+2,546
419
$39K ﹤0.01%
+5,455
420
$39K ﹤0.01%
617
+271
421
$39K ﹤0.01%
1,372
+230
422
$39K ﹤0.01%
778
-1,073
423
$38K ﹤0.01%
1,210
424
$38K ﹤0.01%
440
425
$38K ﹤0.01%
181
+2
15 16
17
18 19