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
$557M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$3.46M
3
+$2.96M
4
MCK icon
McKesson
MCK
+$2.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$2M

Top Sells

1
+$4.48M
2
+$3.76M
3
+$3.48M
4
COF icon
Capital One
COF
+$3.45M
5
GS icon
Goldman Sachs
GS
+$3.29M

Sector Composition

1 Healthcare 16.81%
2 Financials 16.54%
3 Technology 15.44%
4 Energy 10.86%
5 Industrials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.79M 1.4%
87,948
-813
27
$7.56M 1.36%
73,649
-750
28
$7.26M 1.3%
283,400
-2,600
29
$7.19M 1.29%
81,012
+9,325
30
$7.14M 1.28%
70,855
-650
31
$6.91M 1.24%
58,622
-275
32
$6.91M 1.24%
258,776
-2,085
33
$6.59M 1.18%
106,118
-922
34
$6.58M 1.18%
132,862
+32,454
35
$6.49M 1.17%
422,198
-1,800
36
$6.29M 1.13%
75,825
-1,000
37
$6.22M 1.12%
127,139
-1,175
38
$5.91M 1.06%
46,449
-175
39
$5.86M 1.05%
124,462
-500
40
$5.86M 1.05%
138,274
-550
41
$5.85M 1.05%
144,229
+4,325
42
$5.42M 0.97%
57,123
-375
43
$5.18M 0.93%
106,874
+29,675
44
$5.04M 0.91%
54,725
-850
45
$4.98M 0.89%
15,576
-10,875
46
$4.96M 0.89%
37,325
-350
47
$4.8M 0.86%
71,325
+9,750
48
$4.6M 0.83%
87,400
-300
49
$4.52M 0.81%
52,650
-350
50
$4.5M 0.81%
77,550
-375
1
2
3 4 5