We are live on
!
Find out more
GIM
Gyrus Investment Management Portfolio holdings
AUM
$604M
1-Year Est. Return
14.24%
This Fund
S&P 500
This Quarter
Est. Return
+3.74%
1 Year Est. Return
+14.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$442M
AUM Growth
–
Cap. Flow
+$419M
Cap. Flow
% of AUM
94.87%
Top 10 Holdings %
Top 10 Hldgs %
24.65%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$14.4M |
| 2 |
JPMorgan Chase
JPM
|
+$11.4M |
| 3 |
Microsoft
MSFT
|
+$11.4M |
| 4 |
IBM
IBM
|
+$10.4M |
| 5 |
ExxonMobil
XOM
|
+$10.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.96% |
| 2 | Financials | 15.45% |
| 3 | Healthcare | 14.11% |
| 4 | Energy | 10.55% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Medtronic
MDT
$112B
| $6.59M | 1.49% |
+121,440
| New | +$6M |
|
27
Wells Fargo
WFC
$264B
| $6.56M | 1.48% |
+150,603
| New | +$5.87M |
|
28
Blackrock
BLK
$176B
| $6.51M | 1.47% |
+24,025
| New | +$6.44M |
|
29
NextEra Energy
NEE
$177B
| $6.22M | 1.41% |
+289,300
| New | +$5.74M |
|
30
Bank of America
BAC
$442B
| $5.91M | 1.34% |
+435,725
| New | +$5.56M |
|
31
ConocoPhillips
COP
$141B
| $5.81M | 1.31% |
+91,022
| New | +$5.53M |
|
32
Eli Lilly
LLY
$1.06T
| $5.76M | 1.3% |
+111,225
| New | +$6.05M |
|
33
Coca-Cola
KO
$375B
| $5.67M | 1.28% |
+134,122
| New | +$5.55M |
|
34
Halliburton
HAL
$26.6B
| $5.58M | 1.26% |
+126,675
| New | +$5.3M |
|
|
DD
35
DELISTED
Du Pont De Nemours E I
DD
| $5.42M | 1.23% |
+103,023
| New | +$5.2M |
|
36
Verizon
VZ
$196B
| $5.29M | 1.2% |
+99,619
| New | +$5.08M |
|
37
Alphabet (Google) Class C
GOOG
$4.32T
| $5.27M | 1.19% |
+227,851
| New | +$4.82M |
|
38
Citigroup
C
$226B
| $4.92M | 1.11% |
+97,287
| New | +$4.68M |
|
39
Oracle
ORCL
$423B
| $4.92M | 1.11% |
+151,910
| New | +$5.04M |
|
|
CB
40
DELISTED
CHUBB CORPORATION
CB
| $4.49M | 1.02% |
+50,275
| New | +$4.4M |
|
41
Southern Company
SO
$107B
| $4.35M | 0.98% |
+93,500
| New | +$4.3M |
|
42
Gilead Sciences
GILD
$165B
| $4.28M | 0.97% |
+79,075
| New | +$4.12M |
|
43
American Express
AXP
$230B
| $4.25M | 0.96% |
+53,945
| New | +$3.84M |
|
44
Simon Property Group
SPG
$72.3B
| $4.24M | 0.96% |
+27,027
| New | +$4.33M |
|
45
Boeing
BA
$185B
| $4.07M | 0.92% |
+37,625
| New | +$3.57M |
|
46
SLB Ltd
SLB
$75B
| $3.72M | 0.84% |
+49,223
| New | +$3.64M |
|
47
American International
AIG
$41.3B
| $3.65M | 0.82% |
+77,325
| New | +$3.32M |
|
48
Starbucks
SBUX
$120B
| $3.58M | 0.81% |
+103,550
| New | +$3.22M |
|
49
Ford
F
$55.7B
| $3.51M | 0.79% |
+215,000
| New | +$3.08M |
|
50
Capital One
COF
$134B
| $3.39M | 0.77% |
+51,200
| New | +$3.02M |
|
Similar funds
FAM
PI
SAG
FAAM
SPG
ICM
BOK
MG
Gyrus Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Gyrus Investment Management, which disclosed 98 positions worth $442M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Apple: 934,948 shares worth $14M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Financials and Healthcare.
- Gyrus Investment Management's largest Q2 2013 buy was Apple: 934,948 shares worth $14M.
- Gyrus Investment Management's ten largest holdings make up 25% of its $442M portfolio in Q2 2013.
- Gyrus Investment Management disclosed 98 positions in Q2 2013, its first 13F filing on record.
Based on Gyrus Investment Management's 13F filing for Q2 2013, filed 16 Aug 2013.