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
$3.88B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,921
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.73%
2 Technology 9.05%
3 Healthcare 7.1%
4 Consumer Discretionary 5.04%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$365 ﹤0.01%
+21
1577
$361 ﹤0.01%
2
+1
1578
$360 ﹤0.01%
+15
1579
$357 ﹤0.01%
7
1580
$354 ﹤0.01%
+34
1581
$347 ﹤0.01%
5
1582
$342 ﹤0.01%
10
1583
$342 ﹤0.01%
1
-29
1584
$341 ﹤0.01%
3
1585
$339 ﹤0.01%
5
1586
$338 ﹤0.01%
9
1587
$337 ﹤0.01%
66
1588
$328 ﹤0.01%
17
1589
$328 ﹤0.01%
+41
1590
$321 ﹤0.01%
60
1591
$317 ﹤0.01%
14
+6
1592
$317 ﹤0.01%
+19
1593
$314 ﹤0.01%
+36
1594
$313 ﹤0.01%
+12
1595
$312 ﹤0.01%
88
1596
$307 ﹤0.01%
+6
1597
$305 ﹤0.01%
19
1598
$304 ﹤0.01%
34
1599
$298 ﹤0.01%
9
1600
$297 ﹤0.01%
+31