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
$442M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.7M
3
+$12.5M
4
XOM icon
Exxon Mobil
XOM
+$10.9M
5
HD icon
Home Depot
HD
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.96%
2 Financials 15.45%
3 Healthcare 14.11%
4 Energy 10.55%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.46%
+22,757
77
$1.91M 0.43%
+61,749
78
$1.91M 0.43%
+21,541
79
$1.87M 0.42%
+21,050
80
$1.79M 0.41%
+35,351
81
$1.72M 0.39%
+65,724
82
$1.71M 0.39%
+26,281
83
$1.52M 0.34%
+15,620
84
$1.52M 0.34%
+14,550
85
$1.48M 0.33%
+1,833
86
$1.41M 0.32%
+77,675
87
$1.17M 0.26%
+2,785
88
$947K 0.21%
+14,675
89
$699K 0.16%
+13,800
90
$354K 0.08%
+5,736
91
$349K 0.08%
+11,550
92
$311K 0.07%
+6,600
93
$297K 0.07%
+2,850
94
$289K 0.07%
+7,579
95
$254K 0.06%
+3,300
96
$246K 0.06%
+3,425
97
$210K 0.05%
+3,050
98
$119K 0.03%
+6,003
1 2 3
4