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
51
$4.29M 0.74%
124,837
+6,275
52
$4.24M 0.74%
261,653
-7,817
53
$4.24M 0.74%
46,900
-1,525
54
$4.2M 0.73%
20,677
-3,295
55
$4.13M 0.72%
102,082
-3,250
56
$4.09M 0.71%
61,575
+36,350
57
$4.08M 0.71%
53,000
-1,600
58
$4.06M 0.7%
56,699
-23,500
59
$4M 0.69%
36,952
+1,499
60
$3.97M 0.69%
73,700
+23,700
61
$3.96M 0.69%
36,350
-950
62
$3.94M 0.68%
96,550
+7,550
63
$3.92M 0.68%
72,100
-1,975
64
$3.9M 0.68%
66,527
-2,000
65
$3.79M 0.66%
30,725
+4,200
66
$3.77M 0.65%
20,875
-625
67
$3.76M 0.65%
45,392
-1,300
68
$3.72M 0.64%
+27,154
69
$3.67M 0.64%
+51,075
70
$3.63M 0.63%
50,025
+8,550
71
$3.54M 0.61%
35,175
+600
72
$3.48M 0.6%
145,549
-4,300
73
$3.45M 0.6%
40,525
-11,600
74
$3.45M 0.6%
31,453
-750
75
$3.41M 0.59%
112,580
-3,425
1 2
3
4 5