GCMG

Gyroscope Capital Management Group Portfolio holdings

AUM $436M
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.03M
3
+$3.89M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.24M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.01M

Top Sells

1
+$4.33M
2
+$4.03M
3
+$3.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.27M
5
XOM icon
Exxon Mobil
XOM
+$1.17M

Sector Composition

1 Financials 21.15%
2 Healthcare 18.46%
3 Technology 12.97%
4 Industrials 9.18%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 1.42%
14,301
+2,998
27
$1.87M 1.4%
19,834
-5,450
28
$1.83M 1.37%
14,038
-233
29
$1.57M 1.17%
17,994
-13,369
30
$1.19M 0.89%
30,183
+100
31
$1.05M 0.78%
6,918
+72
32
$1.04M 0.78%
16,000
33
$1.01M 0.75%
+8,927
34
$995K 0.74%
18,441
+3,246
35
$933K 0.7%
7,681
36
$837K 0.63%
5,017
-376
37
$836K 0.62%
+9,755
38
$737K 0.55%
11,074
+200
39
$631K 0.47%
13,899
+3,195
40
$618K 0.46%
18,468
+139
41
$552K 0.41%
3,819
42
$436K 0.33%
5,719
+3,100
43
$370K 0.28%
2,223
-345
44
$359K 0.27%
2,961
-738
45
$348K 0.26%
4,667
-1,430
46
$344K 0.26%
19,920
-6,750
47
$343K 0.26%
12,148
-4,252
48
$340K 0.25%
+4,952
49
$330K 0.25%
+6,030
50
$328K 0.24%
1,913
-260
1
2
3 4 5