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
$2.04B
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
751
$7K ﹤0.01%
58
+22
752
$7K ﹤0.01%
549
753
$7K ﹤0.01%
50
754
$7K ﹤0.01%
151
+68
755
$7K ﹤0.01%
+53
756
$7K ﹤0.01%
363
757
$7K ﹤0.01%
119
758
$7K ﹤0.01%
+54
759
$7K ﹤0.01%
+3,065
760
$7K ﹤0.01%
+530
761
$7K ﹤0.01%
300
-384
762
$6K ﹤0.01%
118
-109
763
$6K ﹤0.01%
69
-107,095
764
$6K ﹤0.01%
+236
765
$6K ﹤0.01%
941
766
$6K ﹤0.01%
80
767
$6K ﹤0.01%
122
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768
$6K ﹤0.01%
184
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769
$6K ﹤0.01%
459
770
$6K ﹤0.01%
+263
771
$6K ﹤0.01%
146
772
$6K ﹤0.01%
+215
773
$6K ﹤0.01%
100
774
$6K ﹤0.01%
111
+7
775
$6K ﹤0.01%
+123
29 30
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32 33