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
$2.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$41.3M
3
+$34.1M
4
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$26.2M
5
SAIC icon
Saic
SAIC
+$13.3M

Top Sells

1
+$44.5M
2
+$40.9M
3
+$22.7M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$17.2M
5
LOW icon
Lowe's Companies
LOW
+$13.9M

Sector Composition

1 Healthcare 6.86%
2 Financials 6.8%
3 Technology 5.48%
4 Industrials 4.04%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
40
827
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354
-9
828
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+100
829
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99
830
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831
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397
832
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+40
833
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243
834
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1,570
835
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327
836
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104
837
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66
838
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839
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840
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92
841
$4K ﹤0.01%
32
+22
842
$4K ﹤0.01%
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845
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$4K ﹤0.01%
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847
$4K ﹤0.01%
146
848
$4K ﹤0.01%
684
849
$4K ﹤0.01%
171
850
$4K ﹤0.01%
68
32 33
34
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