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
1651
$336 ﹤0.01%
6
1652
$335 ﹤0.01%
5
1653
$335 ﹤0.01%
66
1654
$326 ﹤0.01%
14
1655
$326 ﹤0.01%
11
1656
$325 ﹤0.01%
17
1657
$322 ﹤0.01%
3
1658
$321 ﹤0.01%
9
1659
$320 ﹤0.01%
15
1660
$320 ﹤0.01%
18
1661
$319 ﹤0.01%
6
1662
$313 ﹤0.01%
8
1663
$312 ﹤0.01%
5
1664
$308 ﹤0.01%
12
1665
$305 ﹤0.01%
7
1666
$303 ﹤0.01%
9
1667
$297 ﹤0.01%
4
1668
$295 ﹤0.01%
89
1669
$293 ﹤0.01%
26
1670
$291 ﹤0.01%
1
1671
$281 ﹤0.01%
3
1672
$271 ﹤0.01%
7
1673
$266 ﹤0.01%
11
1674
$261 ﹤0.01%
4
1675
$260 ﹤0.01%
5