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
1751
$72 ﹤0.01%
1
1752
$70 ﹤0.01%
18
1753
$69 ﹤0.01%
1
1754
$69 ﹤0.01%
22
1755
$68 ﹤0.01%
1
1756
$68 ﹤0.01%
2
1757
$65 ﹤0.01%
1
1758
$65 ﹤0.01%
5
-2,400
1759
$64 ﹤0.01%
4
1760
$64 ﹤0.01%
2
1761
$63 ﹤0.01%
1
1762
$62 ﹤0.01%
1
1763
$62 ﹤0.01%
5
1764
$61 ﹤0.01%
+100
1765
$61 ﹤0.01%
1
1766
$58 ﹤0.01%
10
1767
$56 ﹤0.01%
2
1768
$56 ﹤0.01%
4
1769
$53 ﹤0.01%
3
1770
$49 ﹤0.01%
1
1771
$48 ﹤0.01%
1
1772
$47 ﹤0.01%
1
1773
$45 ﹤0.01%
1
1774
$41 ﹤0.01%
2
-711
1775
$38 ﹤0.01%
+135