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
1776
$37 ﹤0.01%
1
1777
$36 ﹤0.01%
1
1778
$34 ﹤0.01%
2
1779
$30 ﹤0.01%
1
1780
$29 ﹤0.01%
1
1781
$29 ﹤0.01%
29
-39
1782
0
1783
$27 ﹤0.01%
1
1784
0
1785
$25 ﹤0.01%
1
1786
$25 ﹤0.01%
+1
1787
$24 ﹤0.01%
1
1788
$23 ﹤0.01%
1
1789
$23 ﹤0.01%
1
1790
$23 ﹤0.01%
1
1791
$22 ﹤0.01%
7
1792
$21 ﹤0.01%
1
1793
$20 ﹤0.01%
2
1794
$19 ﹤0.01%
2
1795
$19 ﹤0.01%
1
1796
$18 ﹤0.01%
1
1797
0
1798
$17 ﹤0.01%
2
1799
$17 ﹤0.01%
33
1800
0