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
551
$17K ﹤0.01%
500
552
$17K ﹤0.01%
236
553
$17K ﹤0.01%
2,700
554
$17K ﹤0.01%
120
555
$16K ﹤0.01%
+500
556
$16K ﹤0.01%
268
557
$16K ﹤0.01%
851
+22
558
$16K ﹤0.01%
334
559
$16K ﹤0.01%
550
560
$16K ﹤0.01%
108
561
$16K ﹤0.01%
1,234
562
$16K ﹤0.01%
193
563
$16K ﹤0.01%
750
564
$16K ﹤0.01%
400
565
$15K ﹤0.01%
199
+7
566
$15K ﹤0.01%
70
+65
567
$15K ﹤0.01%
171
568
$15K ﹤0.01%
296
569
$15K ﹤0.01%
900
-569
570
$15K ﹤0.01%
548
+16
571
$15K ﹤0.01%
1,700
572
$15K ﹤0.01%
27
573
$15K ﹤0.01%
150
574
$15K ﹤0.01%
143
575
$15K ﹤0.01%
238
+21
21 22
23
24 25