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
426
$44K ﹤0.01%
324
-451
427
$44K ﹤0.01%
934
428
$44K ﹤0.01%
540
429
$43K ﹤0.01%
599
430
$43K ﹤0.01%
4,910
431
$43K ﹤0.01%
1,992
432
$43K ﹤0.01%
233
+96
433
$43K ﹤0.01%
1,598
434
$43K ﹤0.01%
1,594
+51
435
$42K ﹤0.01%
518
+443
436
$42K ﹤0.01%
628
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437
$42K ﹤0.01%
385
+1
438
$42K ﹤0.01%
669
+1
439
$42K ﹤0.01%
1,620
-17
440
$41K ﹤0.01%
73
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$41K ﹤0.01%
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-17
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$41K ﹤0.01%
1,066
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443
$41K ﹤0.01%
180
444
$41K ﹤0.01%
317
445
$40K ﹤0.01%
+1,660
446
$39K ﹤0.01%
+2,281
447
$39K ﹤0.01%
+100
448
$39K ﹤0.01%
2,720
-34
449
$38K ﹤0.01%
335
+2
450
$38K ﹤0.01%
3,370
-2,738
16 17
18
19 20