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
51
$316K 0.24%
4,219
-701
52
$311K 0.23%
7,420
-2,460
53
$309K 0.23%
7,940
-2,820
54
$305K 0.23%
2,922
-219
55
$301K 0.22%
8,542
-3,000
56
$299K 0.22%
1,843
-286
57
$296K 0.22%
+4,201
58
$293K 0.22%
+3,854
59
$290K 0.22%
+3,262
60
$285K 0.21%
1,934
-799
61
$284K 0.21%
+8,492
62
$268K 0.2%
6,117
63
$267K 0.2%
+3,600
64
$263K 0.2%
+4,420
65
$259K 0.19%
+1,448
66
$257K 0.19%
2,000
-2,400
67
$252K 0.19%
+6,810
68
$252K 0.19%
+3,889
69
$250K 0.19%
+3,541
70
$248K 0.19%
+5,218
71
$247K 0.18%
+5,642
72
$247K 0.18%
+7,337
73
$244K 0.18%
+2,592
74
$244K 0.18%
+2,723
75
$241K 0.18%
+4,025
1 2
3
4 5