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
$606M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.56M
3
+$1.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.37M
5
BHI
Baker Hughes
BHI
+$1.17M

Top Sells

1
+$3.13M
2
+$2.37M
3
+$1.41M
4
HAL icon
Halliburton
HAL
+$786K
5
XOM icon
Exxon Mobil
XOM
+$578K

Sector Composition

1 Financials 17.65%
2 Healthcare 17.59%
3 Technology 15.86%
4 Industrials 10.23%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$389B
$8.04M 1.33%
449,123
+950
NEE icon
27
NextEra Energy
NEE
$177B
$7.54M 1.24%
283,620
+400
C icon
28
Citigroup
C
$181B
$7.34M 1.21%
135,637
+300
XOM icon
29
Exxon Mobil
XOM
$494B
$7.26M 1.2%
78,561
-6,250
ORCL icon
30
Oracle
ORCL
$802B
$7.2M 1.19%
160,009
-8,345
CMI icon
31
Cummins
CMI
$58B
$7.17M 1.18%
49,700
+23,700
MCD icon
32
McDonald's
MCD
$221B
$7.15M 1.18%
76,355
+560
COP icon
33
ConocoPhillips
COP
$111B
$7.15M 1.18%
103,541
+150
KO icon
34
Coca-Cola
KO
$301B
$7.11M 1.17%
168,349
+10,325
MET icon
35
MetLife
MET
$52.5B
$6.77M 1.12%
140,463
+1,172
GILD icon
36
Gilead Sciences
GILD
$149B
$6.71M 1.11%
71,180
+805
BMY icon
37
Bristol-Myers Squibb
BMY
$88.3B
$6.45M 1.07%
109,264
+690
T icon
38
AT&T
T
$181B
$6.32M 1.04%
249,117
+265
VZ icon
39
Verizon
VZ
$165B
$6.09M 1.01%
130,199
+2,440
AMGN icon
40
Amgen
AMGN
$157B
$6.05M 1%
37,980
+230
BA icon
41
Boeing
BA
$169B
$6.04M 1%
46,474
+100
CELG
42
DELISTED
Celgene Corp
CELG
$5.99M 0.99%
53,505
+755
V icon
43
Visa
V
$675B
$5.97M 0.99%
91,020
+920
AIG icon
44
American International
AIG
$43.9B
$5.91M 0.98%
105,550
+9,725
CB
45
DELISTED
CHUBB CORPORATION
CB
$5.73M 0.95%
55,400
+260
UNH icon
46
UnitedHealth
UNH
$331B
$5.72M 0.94%
56,550
+75
META icon
47
Meta Platforms (Facebook)
META
$1.89T
$5.65M 0.93%
72,450
+150
BLK icon
48
Blackrock
BLK
$175B
$5.46M 0.9%
15,284
+245
AXP icon
49
American Express
AXP
$249B
$5.36M 0.88%
57,593
+945
HON icon
50
Honeywell
HON
$137B
$5.25M 0.87%
55,065
-32,883
1
2
3 4 5