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
726
$9K ﹤0.01%
461
727
$9K ﹤0.01%
2,350
-247
728
$9K ﹤0.01%
39
-50
729
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224
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730
$9K ﹤0.01%
248
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731
$9K ﹤0.01%
122
732
$9K ﹤0.01%
+220
733
$9K ﹤0.01%
478
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734
$9K ﹤0.01%
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735
$9K ﹤0.01%
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736
$9K ﹤0.01%
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737
$8K ﹤0.01%
153
738
$8K ﹤0.01%
941
739
$8K ﹤0.01%
409
740
$8K ﹤0.01%
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741
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743
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744
$8K ﹤0.01%
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$8K ﹤0.01%
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746
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747
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748
$8K ﹤0.01%
902
749
$8K ﹤0.01%
424
750
$8K ﹤0.01%
200
28 29
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