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
701
$8K ﹤0.01%
145
+107
702
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128
-85
703
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182
704
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+609
705
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706
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100
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707
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94
708
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709
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106
710
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253
-47
711
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204
712
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713
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+900
714
$8K ﹤0.01%
417
715
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525
-200
716
$8K ﹤0.01%
53
-7,247
717
$8K ﹤0.01%
478
718
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+50
719
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100
720
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48
-30
721
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+30
722
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300
723
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230
724
$8K ﹤0.01%
218
-220
725
$8K ﹤0.01%
227
27 28
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