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
$392M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.46M
3
+$5.34M
4
PG icon
Procter & Gamble
PG
+$4.85M
5
XOM icon
Exxon Mobil
XOM
+$4.56M

Top Sells

1
+$12.6M
2
+$8.9M
3
+$7.8M
4
HCA icon
HCA Healthcare
HCA
+$1.91M
5
META icon
Meta Platforms (Facebook)
META
+$1.46M

Sector Composition

1 Technology 21.39%
2 Financials 15.29%
3 Healthcare 10.04%
4 Consumer Discretionary 9.24%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.07%
+1,000
152
$255K 0.06%
+2,600
153
$250K 0.06%
+2,400
154
$248K 0.06%
+600
155
$244K 0.06%
+1,496
156
$236K 0.06%
1,416
-1,992
157
$232K 0.06%
+500
158
$231K 0.06%
42,000
159
$227K 0.06%
+1,047
160
$217K 0.06%
+1,962
161
$216K 0.06%
+3,200
162
$216K 0.05%
+1,022
163
$207K 0.05%
+6,000
164
$207K 0.05%
+600
165
$201K 0.05%
+300
166
$177K 0.05%
12,300
+100
167
– –
-3,334
168
– –
-251,320
169
– –
-3,600
170
– –
-3,200
171
– –
-4,500
172
– –
-8,000
173
– –
-2,200
174
– –
-4,200
175
– –
-7,939
4 5 6
7
8