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
876
$3K ﹤0.01%
80
877
$3K ﹤0.01%
98
878
$3K ﹤0.01%
96
879
$3K ﹤0.01%
34
880
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14
881
$3K ﹤0.01%
123
882
$3K ﹤0.01%
313
883
$3K ﹤0.01%
+46
884
$3K ﹤0.01%
+100
885
$3K ﹤0.01%
296
886
$3K ﹤0.01%
+4
887
$3K ﹤0.01%
84
888
$3K ﹤0.01%
54
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889
$3K ﹤0.01%
+270
890
$3K ﹤0.01%
915
891
$3K ﹤0.01%
50
892
$3K ﹤0.01%
48
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893
$3K ﹤0.01%
154
894
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895
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23
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896
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252
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$3K ﹤0.01%
38
898
$3K ﹤0.01%
+300
899
$3K ﹤0.01%
50
900
$3K ﹤0.01%
64
34 35
36
37 38