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
776
$6K ﹤0.01%
+54
777
$6K ﹤0.01%
+392
778
$6K ﹤0.01%
58
+1
779
$6K ﹤0.01%
52
780
$6K ﹤0.01%
253
-68
781
$6K ﹤0.01%
+115
782
$5K ﹤0.01%
58
+17
783
$5K ﹤0.01%
80
784
$5K ﹤0.01%
327
785
$5K ﹤0.01%
+116
786
$5K ﹤0.01%
97
-184
787
$5K ﹤0.01%
340
788
$5K ﹤0.01%
146
+59
789
$5K ﹤0.01%
51
790
$5K ﹤0.01%
+404
791
$5K ﹤0.01%
100
792
$5K ﹤0.01%
92
793
$5K ﹤0.01%
201
-999
794
$5K ﹤0.01%
684
795
$5K ﹤0.01%
171
796
$5K ﹤0.01%
96
+24
797
$5K ﹤0.01%
143
798
$5K ﹤0.01%
300
799
$5K ﹤0.01%
21
+9
800
$5K ﹤0.01%
276
30 31
32
33 34