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
51
$3.87M 0.81%
48,425
+425
52
$3.81M 0.79%
+74,075
53
$3.72M 0.78%
+89,000
54
$3.67M 0.77%
68,527
+650
55
$3.64M 0.76%
269,470
-18,882
56
$3.6M 0.75%
37,300
+800
57
$3.57M 0.74%
+60,300
58
$3.55M 0.74%
149,849
+11,399
59
$3.55M 0.74%
94,950
+10,950
60
$3.48M 0.73%
46,692
+10,400
61
$3.43M 0.72%
35,675
+400
62
$3.41M 0.71%
35,128
+325
63
$3.37M 0.7%
35,453
+397
64
$3.35M 0.7%
26,525
+250
65
$3.35M 0.7%
34,575
+5,349
66
$3.31M 0.69%
41,325
+5,400
67
$3.11M 0.65%
32,203
+299
68
$3.1M 0.65%
116,005
+1,175
69
$3.07M 0.64%
82,358
+20,625
70
$2.99M 0.63%
27,300
+6,225
71
$2.65M 0.55%
+50,000
72
$2.64M 0.55%
+41,475
73
$2.51M 0.52%
49,104
-133,127
74
$2.38M 0.5%
66,549
+700
75
$2.24M 0.47%
+21,650
1 2
3
4 5