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
851
$2K ﹤0.01%
29
852
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23
-15
853
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110
854
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855
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90
856
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+10
857
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858
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859
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860
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861
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46
-5
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+30
863
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864
$2K ﹤0.01%
100
865
$2K ﹤0.01%
+25
866
$1K ﹤0.01%
31
867
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30
868
$1K ﹤0.01%
20
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869
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175
870
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14
871
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872
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9
-7
873
$1K ﹤0.01%
+25
874
$1K ﹤0.01%
18
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875
$1K ﹤0.01%
22
-37
33 34
35
36 37