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GIM
Gyrus Investment Management Portfolio holdings
AUM
$604M
1-Year Est. Return
14.24%
This Fund
S&P 500
This Quarter
Est. Return
+3.74%
1 Year Est. Return
+14.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$442M
AUM Growth
–
Cap. Flow
+$419M
Cap. Flow
% of AUM
94.87%
Top 10 Holdings %
Top 10 Hldgs %
24.65%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$14.4M |
| 2 |
JPMorgan Chase
JPM
|
+$11.4M |
| 3 |
Microsoft
MSFT
|
+$11.4M |
| 4 |
IBM
IBM
|
+$10.4M |
| 5 |
ExxonMobil
XOM
|
+$10.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
|
AGN
76
DELISTED
Allergan Inc
AGN
| $2.02M | 0.46% |
+22,757
| New | +$2.36M |
|
77
Unum
UNM
$14.5B
| $1.91M | 0.43% |
+61,749
| New | +$1.72M |
|
78
APA Corp
APA
$14.4B
| $1.91M | 0.43% |
+21,541
| New | +$1.71M |
|
79
Humana
HUM
$46.3B
| $1.87M | 0.42% |
+21,050
| New | +$1.66M |
|
|
CTXS
80
DELISTED
Citrix Systems Inc
CTXS
| $1.79M | 0.41% |
+35,351
| New | +$1.82M |
|
81
T-Mobile US
TMUS
$191B
| $1.72M | 0.39% |
+65,724
| New | +$1.41M |
|
|
ESRX
82
DELISTED
Express Scripts Holding Company
ESRX
| $1.71M | 0.39% |
+26,281
| New | +$1.58M |
|
|
ALXN
83
DELISTED
Alexion Pharmaceuticals
ALXN
| $1.52M | 0.34% |
+15,620
| New | +$1.51M |
|
|
MON
84
DELISTED
Monsanto Co
MON
| $1.52M | 0.34% |
+14,550
| New | +$1.52M |
|
85
Nabors Industries
NBR
$1.33B
| $1.48M | 0.33% |
+1,833
| New | +$1.45M |
|
86
Costamare
CMRE
$1.74B
| $1.41M | 0.32% |
+77,675
| New | +$1.28M |
|
|
CIE
87
DELISTED
Cobalt International Energy, Inc
CIE
| $1.17M | 0.26% |
+2,785
| New | +$1.13M |
|
|
CAM
88
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $947K | 0.21% |
+14,675
| New | +$913K |
|
|
CERN
89
DELISTED
Cerner Corp
CERN
| $699K | 0.16% |
+13,800
| New | +$660K |
|
90
RTX Corp
RTX
$302B
| $354K | 0.08% |
+5,736
| New | +$339K |
|
|
CA
91
DELISTED
CA, Inc.
CA
| $349K | 0.08% |
+11,550
| New | +$309K |
|
92
Bristol-Myers Squibb
BMY
$132B
| $311K | 0.07% |
+6,600
| New | +$287K |
|
93
Amgen
AMGN
$226B
| $297K | 0.07% |
+2,850
| New | +$296K |
|
94
US Bancorp
USB
$100B
| $289K | 0.07% |
+7,579
| New | +$260K |
|
95
Prudential Financial
PRU
$42.1B
| $254K | 0.06% |
+3,300
| New | +$214K |
|
|
VIAB
96
DELISTED
Viacom Inc. Class B
VIAB
| $246K | 0.06% |
+3,425
| New | +$228K |
|
97
State Street
STT
$51.3B
| $210K | 0.05% |
+3,050
| New | +$190K |
|
98
Alcoa
AA
$13.6B
| $119K | 0.03% |
+6,003
| New | +$120K |
|
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Gyrus Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Gyrus Investment Management, which disclosed 98 positions worth $442M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Apple: 934,948 shares worth $14M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Financials and Healthcare.
- Gyrus Investment Management's largest Q2 2013 buy was Apple: 934,948 shares worth $14M.
- Gyrus Investment Management's ten largest holdings make up 25% of its $442M portfolio in Q2 2013.
- Gyrus Investment Management disclosed 98 positions in Q2 2013, its first 13F filing on record.
Based on Gyrus Investment Management's 13F filing for Q2 2013, filed 16 Aug 2013.