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
$2.04B
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
976
$1K ﹤0.01%
+1
977
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18
978
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22
+8
979
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+12
980
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26
981
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38
982
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983
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7
984
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109
985
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15
-17,129
986
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987
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988
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+6
989
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+9
990
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+16
991
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86
+36
992
$1K ﹤0.01%
+12
993
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21
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994
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33
+7
995
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48
996
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+4
997
$1K ﹤0.01%
32
-139
998
$1K ﹤0.01%
18
999
$1K ﹤0.01%
+1
1000
$1K ﹤0.01%
+104
38 39
40
41 42