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
826
$2K ﹤0.01%
42
827
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75
828
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18
829
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87
830
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55
831
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222
832
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26
-70
833
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28
834
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835
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25
836
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48
837
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13
-900
838
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144
839
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110
840
$2K ﹤0.01%
+42
841
$2K ﹤0.01%
+108
842
$2K ﹤0.01%
26
+22
843
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257
844
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8
-6
845
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14
-4
846
$2K ﹤0.01%
+40
847
$2K ﹤0.01%
34
848
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41
+39
849
$2K ﹤0.01%
21
850
$2K ﹤0.01%
+26
32 33
34
35 36