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
651
$11K ﹤0.01%
145
652
$11K ﹤0.01%
397
653
$11K ﹤0.01%
526
+387
654
$11K ﹤0.01%
400
655
$11K ﹤0.01%
+164
656
$11K ﹤0.01%
+476
657
$10K ﹤0.01%
18
658
$10K ﹤0.01%
+600
659
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215
-309
660
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200
661
$10K ﹤0.01%
62
+4
662
$10K ﹤0.01%
761
663
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130
664
$10K ﹤0.01%
266
665
$10K ﹤0.01%
110
666
$10K ﹤0.01%
350
+150
667
$10K ﹤0.01%
1,351
668
$10K ﹤0.01%
177
669
$10K ﹤0.01%
266
+169
670
$10K ﹤0.01%
700
671
$10K ﹤0.01%
170
672
$10K ﹤0.01%
630
-120
673
$10K ﹤0.01%
170
674
$10K ﹤0.01%
39
675
$10K ﹤0.01%
284
+11