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
1726
$135 ﹤0.01%
+7
1727
$134 ﹤0.01%
14
-131
1728
$131 ﹤0.01%
30
1729
$125 ﹤0.01%
5
1730
$120 ﹤0.01%
59
1731
$118 ﹤0.01%
7
1732
$115 ﹤0.01%
2
1733
$114 ﹤0.01%
1
1734
$110 ﹤0.01%
175
1735
$105 ﹤0.01%
10
1736
$102 ﹤0.01%
2
1737
$101 ﹤0.01%
+5
1738
$100 ﹤0.01%
7
1739
-109
1740
$91 ﹤0.01%
2
1741
$91 ﹤0.01%
3
1742
$89 ﹤0.01%
19
1743
$88 ﹤0.01%
4
1744
$84 ﹤0.01%
2
1745
$83 ﹤0.01%
1
1746
$81 ﹤0.01%
1
1747
$80 ﹤0.01%
1
1748
$76 ﹤0.01%
1
1749
$75 ﹤0.01%
4
1750
$74 ﹤0.01%
4