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
26
$10.1M 0.54%
282,257
-11,379
27
$10M 0.53%
412,215
+30,188
28
$9.86M 0.53%
144,979
+39,280
29
$9.85M 0.53%
103,068
+100,234
30
$9.59M 0.51%
576,080
-37,630
31
$9.49M 0.51%
163,895
+6,161
32
$9.49M 0.51%
46,454
-5,615
33
$9.47M 0.51%
217,053
+8,713
34
$9.32M 0.5%
152,860
-1,285
35
$9.27M 0.5%
269,298
+10,053
36
$9.16M 0.49%
467,629
-31,860
37
$9.16M 0.49%
58,459
+4,689
38
$9.14M 0.49%
119,658
+252
39
$9.11M 0.49%
160,416
+31,139
40
$9.1M 0.49%
106,332
+4,309
41
$8.99M 0.48%
113,578
-15,349
42
$8.99M 0.48%
114,305
+5,107
43
$8.95M 0.48%
207,891
+7,312
44
$8.9M 0.48%
249,000
+7,114
45
$8.89M 0.47%
132,592
+3,192
46
$8.87M 0.47%
134,306
+5,461
47
$8.81M 0.47%
131,588
+130,928
48
$8.77M 0.47%
267,396
+22,382
49
$8.73M 0.47%
717,685
+23,975
50
$8.71M 0.47%
107,936
+20,824
1
2
3 4 5