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
51
$4.5M 0.81%
127,950
+34,675
52
$4.4M 0.79%
37,150
-150
53
$4.12M 0.74%
106,250
+9,700
54
$4.11M 0.74%
69,975
-300
55
$4.02M 0.72%
124,287
-550
56
$3.99M 0.72%
260,827
-826
57
$3.93M 0.71%
101,582
-500
58
$3.92M 0.7%
73,450
-250
59
$3.85M 0.69%
56,449
-250
60
$3.82M 0.69%
36,803
-149
61
$3.82M 0.69%
46,675
-225
62
$3.78M 0.68%
50,825
-250
63
$3.73M 0.67%
71,875
-225
64
$3.72M 0.67%
22,004
-5,150
65
$3.6M 0.65%
49,825
-200
66
$3.56M 0.64%
144,849
-700
67
$3.52M 0.63%
30,600
-125
68
$3.49M 0.63%
34,651
-175
69
$3.46M 0.62%
+63,325
70
$3.41M 0.61%
34,679
-496
71
$3.34M 0.6%
36,200
-150
72
$3.31M 0.6%
66,152
-375
73
$3.25M 0.58%
34,550
-125
74
$3.2M 0.57%
55,778
-227
75
$3.12M 0.56%
20,225
-75
1 2
3
4 5