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
$4.14B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.41%
2 Technology 9.18%
3 Healthcare 7.21%
4 Consumer Discretionary 6.37%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$20.2K ﹤0.01%
174
702
$20K ﹤0.01%
+754
703
$19.9K ﹤0.01%
500
704
$19.9K ﹤0.01%
343
705
$19.9K ﹤0.01%
1,500
706
$19.8K ﹤0.01%
987
707
$19.6K ﹤0.01%
1,140
+1,019
708
$19.5K ﹤0.01%
+191
709
$19.3K ﹤0.01%
+913
710
$19.2K ﹤0.01%
529
+7
711
$19.2K ﹤0.01%
857
+53
712
$18.9K ﹤0.01%
1,112
+200
713
$18.6K ﹤0.01%
+1,239
714
$18.6K ﹤0.01%
113
715
$18.6K ﹤0.01%
61
716
$18.5K ﹤0.01%
177
+162
717
$18.4K ﹤0.01%
160
718
$18.2K ﹤0.01%
744
719
$18K ﹤0.01%
624
+1
720
$17.9K ﹤0.01%
221
721
$17.8K ﹤0.01%
348
-150
722
$17.7K ﹤0.01%
339
+67
723
$17.7K ﹤0.01%
359
+125
724
$17.7K ﹤0.01%
692
+543
725
$17.6K ﹤0.01%
409