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
$2.04B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$10.4M
3
+$9.85M
4
COP icon
ConocoPhillips
COP
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.23M

Top Sells

1
+$19.4M
2
+$13M
3
+$11M
4
PSX icon
Phillips 66
PSX
+$10.4M
5
EQIX icon
Equinix
EQIX
+$9.98M

Sector Composition

1 Financials 6.01%
2 Healthcare 5.4%
3 Technology 4.59%
4 Industrials 4.57%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4K ﹤0.01%
350
852
$4K ﹤0.01%
70
-181
853
$4K ﹤0.01%
+280
854
$4K ﹤0.01%
254
855
$3K ﹤0.01%
27
856
$3K ﹤0.01%
15
+14
857
$3K ﹤0.01%
103
+83
858
$3K ﹤0.01%
50
859
$3K ﹤0.01%
84
-103
860
$3K ﹤0.01%
159
861
$3K ﹤0.01%
86
862
$3K ﹤0.01%
21
+10
863
$3K ﹤0.01%
535
864
$3K ﹤0.01%
45
-123
865
$3K ﹤0.01%
400
866
$3K ﹤0.01%
10
-8,457
867
$3K ﹤0.01%
54
-47
868
$3K ﹤0.01%
200
+126
869
$3K ﹤0.01%
43
870
$3K ﹤0.01%
70
871
$3K ﹤0.01%
+38
872
$3K ﹤0.01%
114
873
$3K ﹤0.01%
75
874
$3K ﹤0.01%
160
875
$3K ﹤0.01%
+7
33 34
35
36 37