GIM
Gyrus Investment Management Portfolio holdings
AUM
$604M
1-Year Est. Return
14.24%
This Fund
S&P 500
1 Year Est. Return
+14.24%
AUM
$606M
AUM Growth
+$34.7M
(+6.1%)
Holding
106
Top Buys
| 1 | +$3.35M | |
| 2 | +$1.9M | |
| 3 | +$1.49M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.31M |
| 5 |
BHI
Baker Hughes
BHI
|
+$1.18M |
Top Sells
| 1 | +$3M | |
| 2 | +$2.19M | |
| 3 | +$1.36M | |
| 4 |
Halliburton
HAL
|
+$972K |
| 5 |
Exxon Mobil
XOM
|
+$583K |
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 | |
|---|---|---|---|---|---|---|
51
Macy's
M
$4.7B
| $5.15M | 0.85% |
78,325
+700
|
|
||
52
Nike
NKE
$65.4B
| $5.11M | 0.84% |
106,250
-950
|
|
||
|
PX
53
DELISTED
Praxair Inc
PX
| $4.95M | 0.82% |
38,185
+210
|
|
||
54
HP
HPQ
$17.8B
| $4.86M | 0.8% |
266,662
+605
|
|
||
55
Allstate
ALL
$53.7B
| $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
|
|
||
57
EOG Resources
EOG
$76.4B
| $4.47M | 0.74% |
48,590
+9,890
|
|
||
|
AGN
58
DELISTED
Allergan Inc
AGN
| $4.47M | 0.74% |
21,024
-605
|
|
||
59
Morgan Stanley
MS
$263B
| $4.43M | 0.73% |
114,062
-9,750
|
|
||
60
Travelers Companies
TRV
$63.6B
| $4.32M | 0.71% |
40,800
+100
|
|
||
|
CMCSK
61
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $4.28M | 0.71% |
74,300
+150
|
|
||
62
Bath & Body Works
BBWI
$3.74B
| $4.26M | 0.7% |
60,959
+1,428
|
|
||
|
63
Halliburton
HAL
$32B
| $4.25M | 0.7% |
108,115
-19,980
|
|
||
|
MRSH
64
Marsh
MRSH
$84.5B
| $4.19M | 0.69% |
73,175
-850
|
|
||
65
Starbucks
SBUX
$103B
| $4.15M | 0.69% |
101,202
+520
|
|
||
|
BHI
66
DELISTED
Baker Hughes
BHI
| $4.08M | 0.67% |
72,730
+20,955
|
|
||
67
Colgate-Palmolive
CL
$68.3B
| $3.96M | 0.65% |
57,249
+675
|
|
||
|
RTN
68
DELISTED
Raytheon Company
RTN
| $3.95M | 0.65% |
36,550
+100
|
|
||
69
DuPont de Nemours
DD
$18.6B
| $3.93M | 0.65% |
101,998
+12,024
|
|
||
70
Costco
COST
$450B
| $3.87M | 0.64% |
27,300
-2,925
|
|
||
71
Caterpillar
CAT
$334B
| $3.8M | 0.63% |
41,478
+5,100
|
|
||
72
Valero Energy
VLO
$73B
| $3.55M | 0.59% |
71,682
+5,580
|
|
||
73
PG&E
PCG
$39.1B
| $3.4M | 0.56% |
63,948
+10,075
|
|
||
74
Unum
UNM
$12.1B
| $3.32M | 0.55% |
95,083
+15,175
|
|
||
75
Dominion Energy
D
$55.2B
| $3.25M | 0.54% |
42,224
+100
|
|