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
451
$38K ﹤0.01%
478
+20
452
$38K ﹤0.01%
530
453
$38K ﹤0.01%
186
454
$37K ﹤0.01%
1,163
-412
455
$37K ﹤0.01%
888
+759
456
$37K ﹤0.01%
1,243
+738
457
$37K ﹤0.01%
1,501
-62
458
$37K ﹤0.01%
450
-25
459
$36K ﹤0.01%
1,857
+69
460
$36K ﹤0.01%
764
461
$36K ﹤0.01%
+1,250
462
$36K ﹤0.01%
230
463
$36K ﹤0.01%
153
-285
464
$35K ﹤0.01%
+1,010
465
$35K ﹤0.01%
+500
466
$35K ﹤0.01%
4,400
467
$35K ﹤0.01%
213
468
$35K ﹤0.01%
498
+239
469
$35K ﹤0.01%
+899
470
$34K ﹤0.01%
1,157
-6,309
471
$34K ﹤0.01%
175
472
$34K ﹤0.01%
1,102
+52
473
$34K ﹤0.01%
934
474
$34K ﹤0.01%
264
+49
475
$33K ﹤0.01%
177
-26
17 18
19
20 21