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
551
$14K ﹤0.01%
155
-47
552
$14K ﹤0.01%
750
553
$14K ﹤0.01%
248
+237
554
$14K ﹤0.01%
730
555
$14K ﹤0.01%
161
556
$14K ﹤0.01%
660
557
$13K ﹤0.01%
88
+1
558
$13K ﹤0.01%
941
559
$13K ﹤0.01%
333
-23
560
$13K ﹤0.01%
444
561
$13K ﹤0.01%
270
562
$13K ﹤0.01%
450
563
$13K ﹤0.01%
292
564
$13K ﹤0.01%
515
565
$13K ﹤0.01%
1,000
566
$13K ﹤0.01%
322
-369
567
$13K ﹤0.01%
367
568
$13K ﹤0.01%
80
-7
569
$12K ﹤0.01%
217
-16
570
$12K ﹤0.01%
+50
571
$12K ﹤0.01%
367
572
$12K ﹤0.01%
111
-12
573
$12K ﹤0.01%
262
574
$12K ﹤0.01%
177
575
$12K ﹤0.01%
246
21 22
23
24 25