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
$577M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$8.77M
3
+$8.27M
4
BAC icon
Bank of America
BAC
+$8.05M
5
BA icon
Boeing
BA
+$6.46M

Top Sells

1
+$9.55M
2
+$5.49M
3
+$4.69M
4
F icon
Ford
F
+$3.98M
5
DE icon
Deere & Co
DE
+$3.2M

Sector Composition

1 Financials 17.07%
2 Healthcare 16.67%
3 Technology 15.5%
4 Industrials 10.76%
5 Energy 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.05M 1.4%
+423,998
27
$8M 1.39%
74,399
-10,975
28
$7.74M 1.34%
71,505
-975
29
$7.63M 1.32%
260,861
-17,609
30
$7.55M 1.31%
286,000
-3,600
31
$7.53M 1.31%
107,040
-1,605
32
$6.99M 1.21%
89,981
-1,275
33
$6.74M 1.17%
128,314
+28,525
34
$6.7M 1.16%
71,687
-1,325
35
$6.57M 1.14%
124,962
+6,550
36
$6.46M 1.12%
+46,624
37
$6.34M 1.1%
58,897
+9,125
38
$6.32M 1.1%
139,904
+16,775
39
$6.01M 1.04%
76,825
-2,100
40
$5.92M 1.03%
138,824
-6,325
41
$5.71M 0.99%
+57,498
42
$5.48M 0.95%
55,575
-5,200
43
$5.45M 0.94%
37,675
-575
44
$5.22M 0.91%
87,700
+27,400
45
$5.21M 0.9%
100,408
+51,304
46
$5.1M 0.88%
77,925
-2,375
47
$5.08M 0.88%
+37,300
48
$4.48M 0.78%
92,425
-1,200
49
$4.43M 0.77%
77,199
+70,825
50
$4.39M 0.76%
+70,275
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