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
$4.14B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.41%
2 Technology 9.18%
3 Healthcare 7.21%
4 Consumer Discretionary 6.37%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$1.8K ﹤0.01%
16
+6
1252
$1.79K ﹤0.01%
44
1253
$1.79K ﹤0.01%
60
1254
$1.78K ﹤0.01%
8
1255
$1.78K ﹤0.01%
53
1256
$1.78K ﹤0.01%
43
1257
$1.78K ﹤0.01%
50
1258
$1.77K ﹤0.01%
13
1259
$1.77K ﹤0.01%
80
1260
$1.77K ﹤0.01%
203
1261
$1.76K ﹤0.01%
12
1262
$1.75K ﹤0.01%
34
1263
$1.75K ﹤0.01%
24
1264
$1.74K ﹤0.01%
42
1265
$1.74K ﹤0.01%
16
1266
$1.73K ﹤0.01%
137
1267
$1.72K ﹤0.01%
29
1268
$1.72K ﹤0.01%
10
1269
$1.71K ﹤0.01%
236
1270
$1.7K ﹤0.01%
14
1271
$1.7K ﹤0.01%
244
1272
$1.7K ﹤0.01%
3
1273
$1.69K ﹤0.01%
37
1274
$1.68K ﹤0.01%
116
1275
$1.68K ﹤0.01%
115