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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$24K ﹤0.01%
714
-26
452
$24K ﹤0.01%
309
+1
453
$23K ﹤0.01%
343
+212
454
$23K ﹤0.01%
569
+1
455
$23K ﹤0.01%
784
456
$23K ﹤0.01%
458
457
$23K ﹤0.01%
446
+194
458
$23K ﹤0.01%
936
+7
459
$23K ﹤0.01%
2,062
460
$22K ﹤0.01%
401
-552
461
$22K ﹤0.01%
+738
462
$22K ﹤0.01%
670
463
$22K ﹤0.01%
668
464
$22K ﹤0.01%
576
-33
465
$22K ﹤0.01%
1,250
466
$22K ﹤0.01%
270
467
$22K ﹤0.01%
342
468
$22K ﹤0.01%
909
469
$21K ﹤0.01%
159
+35
470
$21K ﹤0.01%
731
+12
471
$21K ﹤0.01%
257
+157
472
$21K ﹤0.01%
452
-635
473
$21K ﹤0.01%
86
474
$21K ﹤0.01%
418
+53
475
$21K ﹤0.01%
+200
17 18
19
20 21