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
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.37M 0.13%
51,518
+7,360
102
$2.36M 0.13%
18,337
+2,352
103
$2.34M 0.13%
69,230
+10,139
104
$2.29M 0.12%
57,318
+8,733
105
$2.27M 0.12%
30,079
+4,313
106
$2.25M 0.12%
50,729
+6,660
107
$2.25M 0.12%
38,739
+5,296
108
$2.21M 0.12%
102,179
+16,200
109
$2.2M 0.12%
55,952
+7,971
110
$2.2M 0.12%
648,960
+92,848
111
$2.19M 0.12%
54,053
+8,171
112
$2.17M 0.12%
48,996
+7,497
113
$2.17M 0.12%
66,294
+9,858
114
$2.16M 0.12%
37,817
+5,557
115
$2.14M 0.11%
92,626
+14,402
116
$2.13M 0.11%
49,694
+7,203
117
$2.13M 0.11%
27,094
+4,095
118
$2.12M 0.11%
58,057
+8,560
119
$2.09M 0.11%
455,147
+139,092
120
$2.05M 0.11%
137,512
+21,615
121
$2.04M 0.11%
68,860
+10,022
122
$2.03M 0.11%
83,498
+12,807
123
$2.02M 0.11%
131,555
+22,179
124
$2M 0.11%
79,998
+36,836
125
$1.95M 0.1%
38,595
+7,049
3 4
5
6 7