GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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%
300
-384
752
$7K ﹤0.01%
+170
753
$7K ﹤0.01%
75
754
$7K ﹤0.01%
738
755
$7K ﹤0.01%
+250
756
$7K ﹤0.01%
65
757
$7K ﹤0.01%
325
758
$7K ﹤0.01%
88
+46
759
$7K ﹤0.01%
232
760
$7K ﹤0.01%
+77
761
$7K ﹤0.01%
+115
762
$6K ﹤0.01%
941
763
$6K ﹤0.01%
118
-109
764
$6K ﹤0.01%
69
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765
$6K ﹤0.01%
+236
766
$6K ﹤0.01%
146
767
$6K ﹤0.01%
58
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768
$6K ﹤0.01%
52
769
$6K ﹤0.01%
253
-68
770
$6K ﹤0.01%
+115
771
$6K ﹤0.01%
80
772
$6K ﹤0.01%
122
-77
773
$6K ﹤0.01%
184
-179
774
$6K ﹤0.01%
459
775
$6K ﹤0.01%
+263
29 30
31
32 33