GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
726
$7K ﹤0.01%
180
727
$7K ﹤0.01%
122
728
$7K ﹤0.01%
102
729
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223
730
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254
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731
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732
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733
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734
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735
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736
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100
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738
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329
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739
$7K ﹤0.01%
+175
740
$7K ﹤0.01%
123
741
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58
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742
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743
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50
744
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151
+68
745
$7K ﹤0.01%
+53
746
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363
747
$7K ﹤0.01%
119
748
$7K ﹤0.01%
+54
749
$7K ﹤0.01%
+3,065
750
$7K ﹤0.01%
+530