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
$604M
AUM Growth
-$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$5.88M
3
+$4.11M
4
UNP icon
Union Pacific
UNP
+$3.79M
5
EMC
EMC CORPORATION
EMC
+$2.6M

Top Sells

1
+$7.11M
2
+$4.47M
3
+$4.28M
4
ALLE icon
Allegion
ALLE
+$2.32M
5
HSY icon
Hershey
HSY
+$2.28M

Sector Composition

1 Healthcare 18.58%
2 Financials 16.69%
3 Technology 15.95%
4 Industrials 10.17%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NKE icon
51
Nike
NKE
$102B
$5.22M 0.87%
104,100
-2,150
AXP icon
52
American Express
AXP
$246B
$5.12M 0.85%
65,518
+7,925
M icon
53
Macy's
M
$5.03B
$4.94M 0.82%
76,150
-2,175
HAL icon
54
Halliburton
HAL
$22.6B
$4.84M 0.8%
110,408
+2,293
SBUX icon
55
Starbucks
SBUX
$97.9B
$4.67M 0.77%
98,702
-2,500
ALL icon
56
Allstate
ALL
$50.9B
$4.55M 0.75%
63,935
-2,100
CL icon
57
Colgate-Palmolive
CL
$63B
$4.54M 0.75%
65,449
+8,200
PX
58
DELISTED
Praxair Inc
PX
$4.48M 0.74%
37,115
-1,070
BHI
59
DELISTED
Baker Hughes
BHI
$4.47M 0.74%
70,355
-2,375
BBWI icon
60
Bath & Body Works
BBWI
$5.57B
$4.44M 0.74%
58,300
-2,659
VLO icon
61
Valero Energy
VLO
$52.2B
$4.43M 0.73%
69,707
-1,975
EOG icon
62
EOG Resources
EOG
$58.1B
$4.33M 0.72%
47,240
-1,350
TRV icon
63
Travelers Companies
TRV
$60.2B
$4.32M 0.72%
39,950
-850
CMCSA icon
64
Comcast
CMCSA
$108B
$4.11M 0.68%
+145,550
DD icon
65
DuPont de Nemours
DD
$33.9B
$4.04M 0.67%
41,785
-892
MMC icon
66
Marsh & McLennan
MMC
$91.4B
$4.02M 0.67%
71,675
-1,500
IBM icon
67
IBM
IBM
$287B
$4M 0.66%
26,103
+15,685
TFCFA
68
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$4M 0.66%
118,075
-2,550
MS icon
69
Morgan Stanley
MS
$261B
$3.99M 0.66%
111,712
-2,350
RTN
70
DELISTED
Raytheon Company
RTN
$3.91M 0.65%
35,825
-725
UNP icon
71
Union Pacific
UNP
$128B
$3.79M 0.63%
+35,000
HPQ icon
72
HP
HPQ
$25.9B
$3.69M 0.61%
261,047
-5,615
UNM icon
73
Unum
UNM
$13B
$3.48M 0.58%
103,133
+8,050
MCK icon
74
McKesson
MCK
$99.7B
$3.43M 0.57%
15,150
-325
EL icon
75
Estee Lauder
EL
$36.8B
$3.35M 0.55%
40,250
-500
1 2
3
4 5