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
76
$240K 0.18%
6,107
+516
77
$239K 0.18%
+2,983
78
$238K 0.18%
+9,900
79
$236K 0.18%
+6,841
80
$236K 0.18%
+4,537
81
$235K 0.18%
+3,085
82
$231K 0.17%
+9,571
83
$230K 0.17%
+3,600
84
$219K 0.16%
+2,376
85
$218K 0.16%
+2,387
86
$216K 0.16%
+1,729
87
$214K 0.16%
5,000
-9,031
88
$212K 0.16%
+276
89
$207K 0.15%
+4,902
90
$203K 0.15%
+4,149
91
– –
-64,506
92
– –
-1,381
93
– –
-19,004
94
– –
-10,420
95
– –
-25,972
96
– –
-7,194
97
– –
-6,120
98
– –
-54,233
99
– –
-8,929
100
– –
-1,652
1 2 3
4
5