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
$1.95B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,127
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$15.2M
3
+$9.45M
4
MSM icon
MSC Industrial Direct
MSM
+$9.43M
5
CNA icon
CNA Financial
CNA
+$9.39M

Top Sells

1
+$420M
2
+$13.4M
3
+$11.5M
4
DRI icon
Darden Restaurants
DRI
+$10.9M
5
PFE icon
Pfizer
PFE
+$10.7M

Sector Composition

1 Financials 6.75%
2 Industrials 4.84%
3 Technology 4.21%
4 Healthcare 3.51%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
80
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803
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804
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805
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806
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807
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808
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810
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811
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60
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812
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355
814
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815
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221
816
$3K ﹤0.01%
154
817
$2K ﹤0.01%
100
818
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819
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820
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109
821
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+51
822
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55
823
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26
824
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30
825
$2K ﹤0.01%
7
31 32
33
34 35