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
751
$4K ﹤0.01%
125
752
$4K ﹤0.01%
84
753
$4K ﹤0.01%
200
754
$4K ﹤0.01%
350
755
$4K ﹤0.01%
+136
756
$4K ﹤0.01%
375
-6
757
$4K ﹤0.01%
219
758
$4K ﹤0.01%
+135
759
$4K ﹤0.01%
75
+74
760
$4K ﹤0.01%
254
761
$3K ﹤0.01%
32
-27
762
$3K ﹤0.01%
+100
763
$3K ﹤0.01%
118
764
$3K ﹤0.01%
75
765
$3K ﹤0.01%
364
766
$3K ﹤0.01%
127
767
$3K ﹤0.01%
80
768
$3K ﹤0.01%
61
769
$3K ﹤0.01%
82
-568
770
$3K ﹤0.01%
63
771
$3K ﹤0.01%
37
-103
772
$3K ﹤0.01%
42
773
$3K ﹤0.01%
355
774
$3K ﹤0.01%
5
775
$3K ﹤0.01%
221
29 30
31
32 33