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
$198M
AUM Growth
-$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.63M
3
+$5.56M
4
WDC icon
Western Digital
WDC
+$5.41M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$5.14M

Top Sells

1
+$5.64M
2
+$5.53M
3
+$5.36M
4
AMP icon
Ameriprise Financial
AMP
+$5.3M
5
PM icon
Philip Morris
PM
+$5.28M

Sector Composition

1 Technology 15.85%
2 Financials 13.82%
3 Industrials 11.7%
4 Consumer Discretionary 9.76%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$251K 0.13%
7,809
+1,167
102
$250K 0.13%
6,593
+161
103
$248K 0.13%
+12,225
104
$243K 0.12%
4,183
+861
105
$234K 0.12%
+11,662
106
$221K 0.11%
1,184
-1,266
107
– –
-71,633
108
– –
-6,550
109
– –
-99,740
110
– –
-8,308
111
– –
-6,365
112
– –
-7,462
113
– –
-21,803
114
– –
-5,080
115
– –
-2,940
116
– –
-3,347
117
– –
-1,299
118
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-44,970
119
– –
-62,009
120
– –
-1,965
121
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-24,173
122
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-13,532
123
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-41,617
124
– –
-4,760
125
– –
-2,776
2 3 4
5
6