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
$2.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$41.3M
3
+$34.1M
4
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$26.2M
5
SAIC icon
Saic
SAIC
+$13.3M

Top Sells

1
+$44.5M
2
+$40.9M
3
+$22.7M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$17.2M
5
LOW icon
Lowe's Companies
LOW
+$13.9M

Sector Composition

1 Healthcare 6.86%
2 Financials 6.8%
3 Technology 5.48%
4 Industrials 4.04%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$20K ﹤0.01%
312
577
$20K ﹤0.01%
909
578
$20K ﹤0.01%
397
+25
579
$20K ﹤0.01%
105
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580
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581
$20K ﹤0.01%
485
+50
582
$20K ﹤0.01%
760
583
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653
584
$19K ﹤0.01%
192
585
$19K ﹤0.01%
1,350
586
$19K ﹤0.01%
140
-20
587
$19K ﹤0.01%
308
588
$19K ﹤0.01%
500
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589
$19K ﹤0.01%
544
590
$19K ﹤0.01%
393
591
$18K ﹤0.01%
1,540
592
$18K ﹤0.01%
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593
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594
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595
$18K ﹤0.01%
704
596
$18K ﹤0.01%
500
597
$18K ﹤0.01%
342
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598
$18K ﹤0.01%
+1,000
599
$17K ﹤0.01%
1,347
600
$17K ﹤0.01%
72
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22 23
24
25 26