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
476
$28K ﹤0.01%
406
-98
477
$27K ﹤0.01%
589
+4
478
$27K ﹤0.01%
524
+110
479
$27K ﹤0.01%
534
-111
480
$27K ﹤0.01%
1,888
481
$27K ﹤0.01%
1,000
482
$27K ﹤0.01%
978
-336
483
$26K ﹤0.01%
5,025
484
$26K ﹤0.01%
386
+240
485
$26K ﹤0.01%
1,240
-5,680
486
$26K ﹤0.01%
137
-17
487
$26K ﹤0.01%
188
+4
488
$26K ﹤0.01%
398
+166
489
$26K ﹤0.01%
217
+45
490
$25K ﹤0.01%
1,350
491
$25K ﹤0.01%
108
492
$25K ﹤0.01%
380
493
$25K ﹤0.01%
668
494
$25K ﹤0.01%
458
495
$25K ﹤0.01%
458
+101
496
$25K ﹤0.01%
312
497
$25K ﹤0.01%
863
-4,221
498
$25K ﹤0.01%
2,035
499
$25K ﹤0.01%
225
500
$25K ﹤0.01%
847
+13
18 19
20
21 22