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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.69M 0.46%
52,839
+50,988
52
$8.67M 0.46%
71,449
+4,339
53
$8.6M 0.46%
641,096
+32,469
54
$8.59M 0.46%
300,866
+25,429
55
$8.57M 0.46%
172,311
-16,186
56
$8.55M 0.46%
172,555
+6,334
57
$8.5M 0.45%
227,999
+93,199
58
$8.49M 0.45%
349,960
+18,760
59
$8.49M 0.45%
79,912
+2,760
60
$8.48M 0.45%
113,495
+5,358
61
$8.42M 0.45%
63,018
+3,425
62
$8.41M 0.45%
54,033
+1,999
63
$8.38M 0.45%
139,661
+9,105
64
$8.38M 0.45%
80,433
+3,385
65
$8.36M 0.45%
169,476
+9,156
66
$8.25M 0.44%
174,125
+6,369
67
$8.22M 0.44%
16,463
+254
68
$8.15M 0.44%
163,019
+9,564
69
$8.11M 0.43%
425,492
+171,067
70
$8.05M 0.43%
58,320
+58,204
71
$7.99M 0.43%
300,899
+53,733
72
$7.96M 0.43%
77,671
+4,249
73
$7.67M 0.41%
133,790
+8,190
74
$7.57M 0.4%
81,753
+7,020
75
$7.56M 0.4%
160,995
-12,516
1 2
3
4 5