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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1 +$933

Top Sells

1 +$13.7M
2 +$3.29M
3 +$1.71M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.51M
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$993K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$25K ﹤0.01%
750
527
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359
528
$24K ﹤0.01%
5,200
529
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178
-178
530
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638
531
$24K ﹤0.01%
547
532
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585
533
$24K ﹤0.01%
250
534
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535
$24K ﹤0.01%
299
536
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949
537
$23K ﹤0.01%
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538
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539
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102
540
$23K ﹤0.01%
1,429
541
$23K ﹤0.01%
579
542
$23K ﹤0.01%
276
543
$23K ﹤0.01%
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544
$23K ﹤0.01%
440
545
$23K ﹤0.01%
17,856
546
$22K ﹤0.01%
675
547
$22K ﹤0.01%
370
-185
548
$22K ﹤0.01%
425
549
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348
550
$22K ﹤0.01%
200