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
676
$11K ﹤0.01%
450
677
$11K ﹤0.01%
+184
678
$11K ﹤0.01%
2,618
+2,533
679
$11K ﹤0.01%
165
680
$11K ﹤0.01%
217
+22
681
$11K ﹤0.01%
353
682
$11K ﹤0.01%
369
683
$11K ﹤0.01%
2,735
684
$11K ﹤0.01%
514
685
$11K ﹤0.01%
828
686
$11K ﹤0.01%
396
-80
687
$11K ﹤0.01%
138
+19
688
$11K ﹤0.01%
660
689
$10K ﹤0.01%
128
690
$10K ﹤0.01%
+114
691
$10K ﹤0.01%
+1,600
692
$10K ﹤0.01%
90
+1
693
$10K ﹤0.01%
108
694
$10K ﹤0.01%
335
695
$10K ﹤0.01%
208
696
$10K ﹤0.01%
266
697
$10K ﹤0.01%
3,800
698
$10K ﹤0.01%
1,015
-2
699
$10K ﹤0.01%
106
700
$10K ﹤0.01%
+90
26 27
28
29 30