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
726
$17.6K ﹤0.01%
+218
727
$17.5K ﹤0.01%
466
-6
728
$17.4K ﹤0.01%
941
729
$17.4K ﹤0.01%
332
+297
730
$17.4K ﹤0.01%
+165
731
$17.2K ﹤0.01%
1,000
-200
732
$17.1K ﹤0.01%
+608
733
$16.9K ﹤0.01%
122
-465
734
$16.9K ﹤0.01%
284
+223
735
$16.8K ﹤0.01%
+155
736
$16.8K ﹤0.01%
219
737
$16.5K ﹤0.01%
100
+76
738
$16.1K ﹤0.01%
756
739
$16K ﹤0.01%
318
740
$15.9K ﹤0.01%
434
741
$15.7K ﹤0.01%
977
-2,416
742
$15.7K ﹤0.01%
+338
743
$15.7K ﹤0.01%
188
744
$15.7K ﹤0.01%
195
745
$15.7K ﹤0.01%
+1,074
746
$15.6K ﹤0.01%
165
+159
747
$15.6K ﹤0.01%
131
748
$15.5K ﹤0.01%
163
-316
749
$15.5K ﹤0.01%
1,372
750
$15.5K ﹤0.01%
114