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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1 +$933

Top Sells

1 +$13.7M
2 +$3.29M
3 +$1.71M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.51M
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$993K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9K ﹤0.01%
248
727
$9K ﹤0.01%
61
-61
728
$9K ﹤0.01%
220
729
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478
730
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379
731
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447
732
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153
733
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941
734
$8K ﹤0.01%
409
735
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736
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350
737
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738
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739
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1,351
740
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741
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742
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743
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902
744
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745
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746
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747
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748
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749
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93
750
$7K ﹤0.01%
250