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
451
$33K ﹤0.01%
293
+242
452
$33K ﹤0.01%
2,652
-5,726
453
$32K ﹤0.01%
805
-69
454
$32K ﹤0.01%
733
-182
455
$32K ﹤0.01%
1,250
456
$31K ﹤0.01%
301
+1
457
$31K ﹤0.01%
123
+3
458
$31K ﹤0.01%
240
+201
459
$31K ﹤0.01%
973
+9
460
$31K ﹤0.01%
1,009
+114
461
$31K ﹤0.01%
205
-545
462
$30K ﹤0.01%
383
+276
463
$30K ﹤0.01%
+2,500
464
$30K ﹤0.01%
2,546
-80
465
$29K ﹤0.01%
+15
466
$29K ﹤0.01%
66
-8
467
$29K ﹤0.01%
+452
468
$29K ﹤0.01%
1,020
469
$29K ﹤0.01%
653
470
$28K ﹤0.01%
433
471
$28K ﹤0.01%
596
+72
472
$28K ﹤0.01%
859
-262
473
$28K ﹤0.01%
279
+272
474
$28K ﹤0.01%
340
-224
475
$28K ﹤0.01%
1,429
-611
17 18
19
20 21