GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
626
$9K ﹤0.01%
+445
627
$9K ﹤0.01%
400
+392
628
$9K ﹤0.01%
177
629
$9K ﹤0.01%
218
630
$9K ﹤0.01%
94
631
$9K ﹤0.01%
503
632
$9K ﹤0.01%
230
633
$9K ﹤0.01%
535
634
$9K ﹤0.01%
+447
635
$9K ﹤0.01%
+305
636
$9K ﹤0.01%
+449
637
$9K ﹤0.01%
+448
638
$9K ﹤0.01%
117
-372
639
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161
+67
640
$9K ﹤0.01%
+134
641
$9K ﹤0.01%
+341
642
$8K ﹤0.01%
1,650
643
$8K ﹤0.01%
350
644
$8K ﹤0.01%
112
+105
645
$8K ﹤0.01%
130
646
$8K ﹤0.01%
+223
647
$8K ﹤0.01%
+146
648
$8K ﹤0.01%
+203
649
$8K ﹤0.01%
1,184
650
$8K ﹤0.01%
+132