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
M icon
51
Macy's
M
$5.2B
$5.15M 0.85%
78,325
+700
NKE icon
52
Nike
NKE
$101B
$5.11M 0.84%
106,250
-950
PX
53
DELISTED
Praxair Inc
PX
$4.95M 0.82%
38,185
+210
HPQ icon
54
HP
HPQ
$26.1B
$4.86M 0.8%
266,662
+605
ALL icon
55
Allstate
ALL
$50.9B
$4.64M 0.77%
66,035
-390
TFCFA
56
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$4.63M 0.76%
120,625
+250
EOG icon
57
EOG Resources
EOG
$58.3B
$4.47M 0.74%
48,590
+9,890
AGN
58
DELISTED
Allergan Inc
AGN
$4.47M 0.74%
21,024
-605
MS icon
59
Morgan Stanley
MS
$264B
$4.43M 0.73%
114,062
-9,750
TRV icon
60
Travelers Companies
TRV
$60.3B
$4.32M 0.71%
40,800
+100
CMCSK
61
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$4.28M 0.71%
74,300
+150
BBWI icon
62
Bath & Body Works
BBWI
$5.37B
$4.26M 0.7%
60,959
+1,428
HAL icon
63
Halliburton
HAL
$22.6B
$4.25M 0.7%
108,115
-19,980
MMC icon
64
Marsh & McLennan
MMC
$91.9B
$4.19M 0.69%
73,175
-850
SBUX icon
65
Starbucks
SBUX
$99.1B
$4.15M 0.69%
101,202
+520
BHI
66
DELISTED
Baker Hughes
BHI
$4.08M 0.67%
72,730
+20,955
CL icon
67
Colgate-Palmolive
CL
$62.9B
$3.96M 0.65%
57,249
+675
RTN
68
DELISTED
Raytheon Company
RTN
$3.95M 0.65%
36,550
+100
DD icon
69
DuPont de Nemours
DD
$34.1B
$3.93M 0.65%
42,677
+5,031
COST icon
70
Costco
COST
$412B
$3.87M 0.64%
27,300
-2,925
CAT icon
71
Caterpillar
CAT
$247B
$3.8M 0.63%
41,478
+5,100
VLO icon
72
Valero Energy
VLO
$53.2B
$3.55M 0.59%
71,682
+5,580
PCG icon
73
PG&E
PCG
$36.1B
$3.4M 0.56%
63,948
+10,075
UNM icon
74
Unum
UNM
$12.9B
$3.32M 0.55%
95,083
+15,175
D icon
75
Dominion Energy
D
$51.9B
$3.25M 0.54%
42,224
+100
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3
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