GIM

Gyrus Investment Management Portfolio holdings

AUM $604M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$3.98M
3
+$3.81M
4
NKE icon
Nike
NKE
+$3.72M
5
V icon
Visa
V
+$3.57M

Top Sells

1
+$16.9M
2
+$6.8M
3
+$6.66M
4
BAC icon
Bank of America
BAC
+$6.19M
5
BA icon
Boeing
BA
+$5.15M

Sector Composition

1 Financials 15.59%
2 Healthcare 14.76%
3 Technology 13.33%
4 Industrials 10.97%
5 Communication Services 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.12M 1.49%
108,645
+6,053
27
$7.11M 1.48%
131,800
+5,800
28
$6.85M 1.43%
91,256
+675
29
$6.59M 1.38%
289,600
+2,100
30
$6.56M 1.37%
118,412
+11,100
31
$6.37M 1.33%
145,149
+11,250
32
$6.3M 1.32%
78,925
-200
33
$6.24M 1.3%
60,775
+1,050
34
$5.56M 1.16%
80,199
+22,500
35
$5.49M 1.15%
101,300
-9,225
36
$5.37M 1.12%
55,157
+25,149
37
$5.28M 1.1%
38,250
+8,325
38
$5.21M 1.09%
99,789
+750
39
$5M 1.05%
123,129
-23,625
40
$4.9M 1.02%
54,600
+600
41
$4.76M 1%
49,772
+475
42
$4.69M 0.98%
54,229
-8,075
43
$4.57M 0.95%
23,972
-20,978
44
$4.56M 0.95%
80,300
+8,700
45
$4.39M 0.92%
105,332
+1,800
46
$4.24M 0.89%
52,125
+575
47
$4.09M 0.85%
93,625
+375
48
$4.05M 0.85%
21,500
+10,225
49
$3.98M 0.83%
242,786
+2,399
50
$3.95M 0.82%
118,562
+1,199
1
2
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