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
576
$15K ﹤0.01%
116
577
$15K ﹤0.01%
1,610
578
$15K ﹤0.01%
742
579
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188
-49
580
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+152
581
$14K ﹤0.01%
860
582
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88
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583
$14K ﹤0.01%
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584
$14K ﹤0.01%
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585
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390
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586
$14K ﹤0.01%
257
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587
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902
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766
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$14K ﹤0.01%
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594
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$14K ﹤0.01%
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$14K ﹤0.01%
316
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$14K ﹤0.01%
55
598
$14K ﹤0.01%
663
599
$14K ﹤0.01%
302
600
$14K ﹤0.01%
1,580
-115,295