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
426
$37K ﹤0.01%
235
-34
427
$37K ﹤0.01%
281
+51
428
$37K ﹤0.01%
+1,034
429
$37K ﹤0.01%
+418
430
$36K ﹤0.01%
+850
431
$36K ﹤0.01%
593
432
$36K ﹤0.01%
500
433
$36K ﹤0.01%
8,320
-3,480
434
$36K ﹤0.01%
2,466
435
$36K ﹤0.01%
+2,000
436
$35K ﹤0.01%
320
+2
437
$35K ﹤0.01%
325
+3
438
$35K ﹤0.01%
131
-200
439
$35K ﹤0.01%
1,500
440
$35K ﹤0.01%
1,036
+1,008
441
$35K ﹤0.01%
2,964
442
$34K ﹤0.01%
2,288
443
$34K ﹤0.01%
201
+56
444
$34K ﹤0.01%
387
+303
445
$34K ﹤0.01%
2,758
446
$34K ﹤0.01%
+340
447
$34K ﹤0.01%
3,427
448
$34K ﹤0.01%
814
+684
449
$33K ﹤0.01%
292
+143
450
$33K ﹤0.01%
454
+22
16 17
18
19 20