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
676
$10K ﹤0.01%
142
-806
677
$9K ﹤0.01%
+58
678
$9K ﹤0.01%
110
679
$9K ﹤0.01%
104
680
$9K ﹤0.01%
100
681
$9K ﹤0.01%
599
-344
682
$9K ﹤0.01%
200
683
$9K ﹤0.01%
100
-101
684
$9K ﹤0.01%
760
-1,042
685
$9K ﹤0.01%
503
+350
686
$9K ﹤0.01%
174
687
$9K ﹤0.01%
94
688
$9K ﹤0.01%
350
689
$9K ﹤0.01%
260
+200
690
$9K ﹤0.01%
189
691
$9K ﹤0.01%
165
692
$9K ﹤0.01%
1,495
693
$9K ﹤0.01%
131
694
$9K ﹤0.01%
43
-81
695
$9K ﹤0.01%
160
-165
696
$9K ﹤0.01%
+225
697
$9K ﹤0.01%
828
-230
698
$8K ﹤0.01%
1,650
699
$8K ﹤0.01%
+108
700
$8K ﹤0.01%
79
+17
26 27
28
29 30