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
$2.36B
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$933

Top Sells

1
+$13.7M
2
+$3.29M
3
+$1.71M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.51M
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$993K

Sector Composition

1 Healthcare 6.84%
2 Financials 6.78%
3 Technology 5.47%
4 Industrials 4.03%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
30
877
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168
878
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25
879
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38
880
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94
881
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151
882
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17
883
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96
884
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59
885
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33
886
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22
887
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153
888
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889
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890
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891
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466
892
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2,500
893
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55
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894
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895
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896
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82
897
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50
898
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51
899
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322
900
$3K ﹤0.01%
44
34 35
36
37 38