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
$1.95B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,127
New
Increased
Reduced
Closed

Top Buys

1 +$408M
2 +$15.2M
3 +$9.45M
4
MSM icon
MSC Industrial Direct
MSM
+$9.43M
5
CNA icon
CNA Financial
CNA
+$9.39M

Top Sells

1 +$420M
2 +$13.4M
3 +$11.5M
4
DRI icon
Darden Restaurants
DRI
+$10.9M
5
PFE icon
Pfizer
PFE
+$10.7M

Sector Composition

1 Financials 6.75%
2 Industrials 4.84%
3 Technology 4.21%
4 Healthcare 3.51%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$1K ﹤0.01%
20
877
$1K ﹤0.01%
31
878
$1K ﹤0.01%
18
879
$1K ﹤0.01%
26
880
$1K ﹤0.01%
27
881
$1K ﹤0.01%
981
882
$1K ﹤0.01%
120
883
$1K ﹤0.01%
7
884
$1K ﹤0.01%
32
885
$1K ﹤0.01%
27
+7
886
$1K ﹤0.01%
18
887
$1K ﹤0.01%
15
888
$1K ﹤0.01%
96
+20
889
$1K ﹤0.01%
+35
890
$1K ﹤0.01%
11
891
$1K ﹤0.01%
24
892
$1K ﹤0.01%
18
-7
893
$1K ﹤0.01%
100
894
$1K ﹤0.01%
8
-259
895
$1K ﹤0.01%
6
896
$1K ﹤0.01%
+16
897
$1K ﹤0.01%
46
898
$1K ﹤0.01%
33
899
$1K ﹤0.01%
3
900
$1K ﹤0.01%
+24