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
526
$20K ﹤0.01%
187
-149
527
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250
528
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197
-58
529
$19K ﹤0.01%
668
530
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+704
531
$19K ﹤0.01%
150
532
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813
-508
533
$19K ﹤0.01%
326
534
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298
+176
535
$19K ﹤0.01%
660
536
$19K ﹤0.01%
451
537
$19K ﹤0.01%
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538
$19K ﹤0.01%
1,755
-356
539
$19K ﹤0.01%
170
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540
$18K ﹤0.01%
372
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541
$18K ﹤0.01%
+1,050
542
$18K ﹤0.01%
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543
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200
544
$18K ﹤0.01%
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-356
545
$18K ﹤0.01%
60
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546
$18K ﹤0.01%
620
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547
$18K ﹤0.01%
1,114
548
$18K ﹤0.01%
200
549
$18K ﹤0.01%
453
-132
550
$17K ﹤0.01%
756
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