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
$2.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$41.3M
3
+$34.1M
4
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$26.2M
5
SAIC icon
Saic
SAIC
+$13.3M

Top Sells

1
+$44.5M
2
+$40.9M
3
+$22.7M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$17.2M
5
LOW icon
Lowe's Companies
LOW
+$13.9M

Sector Composition

1 Healthcare 6.86%
2 Financials 6.8%
3 Technology 5.48%
4 Industrials 4.04%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
+94
902
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150
903
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39
904
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905
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82
906
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+50
907
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51
908
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322
909
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44
910
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+168
911
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332
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912
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913
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11
914
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68
+14
915
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+114
916
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+23
917
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918
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920
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921
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68
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922
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54
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923
$3K ﹤0.01%
348
924
$3K ﹤0.01%
76
925
$3K ﹤0.01%
48
-61
35 36
37
38 39