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
401
$52K ﹤0.01%
632
+3
402
$52K ﹤0.01%
4,249
-388
403
$52K ﹤0.01%
483
-37
404
$52K ﹤0.01%
+1,000
405
$51K ﹤0.01%
639
406
$51K ﹤0.01%
1,010
407
$50K ﹤0.01%
+6,000
408
$50K ﹤0.01%
120
409
$49K ﹤0.01%
+5,985
410
$49K ﹤0.01%
+1,934
411
$49K ﹤0.01%
2,597
-302
412
$49K ﹤0.01%
3,335
413
$48K ﹤0.01%
1,547
+527
414
$48K ﹤0.01%
1,089
-84
415
$47K ﹤0.01%
468
-637
416
$47K ﹤0.01%
913
+349
417
$47K ﹤0.01%
1,153
+1
418
$47K ﹤0.01%
600
+500
419
$46K ﹤0.01%
1,512
420
$45K ﹤0.01%
+1,138
421
$45K ﹤0.01%
2,028
422
$45K ﹤0.01%
743
-114
423
$45K ﹤0.01%
4,048
+453
424
$45K ﹤0.01%
900
425
$45K ﹤0.01%
423
-66
15 16
17
18 19