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
476
$33K ﹤0.01%
434
477
$33K ﹤0.01%
1,533
-409
478
$32K ﹤0.01%
400
-383
479
$32K ﹤0.01%
3,080
480
$32K ﹤0.01%
1,522
481
$32K ﹤0.01%
3,427
482
$32K ﹤0.01%
1,790
+479
483
$32K ﹤0.01%
333
-70
484
$32K ﹤0.01%
728
-7
485
$31K ﹤0.01%
333
486
$31K ﹤0.01%
956
-743
487
$31K ﹤0.01%
275
-49
488
$31K ﹤0.01%
2,286
+120
489
$30K ﹤0.01%
971
490
$30K ﹤0.01%
448
491
$30K ﹤0.01%
+480
492
$30K ﹤0.01%
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493
$30K ﹤0.01%
10,029
494
$30K ﹤0.01%
483
495
$30K ﹤0.01%
183
-478
496
$30K ﹤0.01%
2,434
497
$29K ﹤0.01%
2,922
498
$29K ﹤0.01%
2,859
+119
499
$29K ﹤0.01%
976
+200
500
$29K ﹤0.01%
2,184
18 19
20
21 22