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
1
$5.21M 3.89%
56,523
2
$5.1M 3.81%
36,428
+1,968
3
$4.77M 3.56%
69,688
+1,932
4
$4.71M 3.52%
148,416
+7,669
5
$4.44M 3.31%
+68,938
6
$4.38M 3.27%
39,402
+2,129
7
$4.38M 3.27%
53,608
+3,568
8
$4.29M 3.2%
11,823
+739
9
$4.28M 3.2%
33,280
+1,916
10
$4.24M 3.17%
17,700
+270
11
$4.18M 3.12%
66,259
+3,389
12
$4.16M 3.1%
42,770
-6,934
13
$4.16M 3.1%
135,450
-477
14
$4.12M 3.08%
60,017
+6,388
15
$4.08M 3.05%
103,134
+7,810
16
$4.04M 3.02%
50,051
+4,909
17
$4.03M 3.01%
+51,846
18
$4M 2.98%
40,066
+2,973
19
$4M 2.98%
38,214
+2,590
20
$3.93M 2.93%
128,380
+7,136
21
$3.89M 2.91%
+37,834
22
$3.78M 2.82%
103,301
+13,285
23
$3.38M 2.53%
21,803
24
$3.24M 2.42%
+15
25
$2.14M 1.6%
45,572
+12,508
1
2 3 4 5