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
$2.38B
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%
36
+11
827
$5K ﹤0.01%
700
828
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51
829
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92
830
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40
831
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354
-9
832
$4K ﹤0.01%
+444
833
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36
834
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36
835
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200
836
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140
+21
837
$4K ﹤0.01%
+82
838
$4K ﹤0.01%
1,570
839
$4K ﹤0.01%
327
840
$4K ﹤0.01%
104
841
$4K ﹤0.01%
66
842
$4K ﹤0.01%
400
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$4K ﹤0.01%
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$4K ﹤0.01%
92
845
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
624
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$4K ﹤0.01%
99
849
$4K ﹤0.01%
200
850
$4K ﹤0.01%
61
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32 33
34
35 36