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
$479M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$3.98M
3
+$3.81M
4
NKE icon
Nike
NKE
+$3.72M
5
V icon
Visa
V
+$3.57M

Top Sells

1
+$16.9M
2
+$6.8M
3
+$6.66M
4
BAC icon
Bank of America
BAC
+$6.19M
5
BA icon
Boeing
BA
+$5.15M

Sector Composition

1 Financials 15.59%
2 Healthcare 14.76%
3 Technology 13.33%
4 Industrials 10.97%
5 Communication Services 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.45%
50,523
+275
77
$1.96M 0.41%
+16,025
78
$1.87M 0.39%
35,003
-314
79
$1.86M 0.39%
6,375
+3,375
80
$1.81M 0.38%
93,318
+15,925
81
$1.52M 0.32%
+20,225
82
$1.47M 0.31%
+25,225
83
$1.35M 0.28%
70,531
-23,225
84
$1.27M 0.26%
20,025
+5,225
85
$952K 0.2%
3,632
+40
86
$811K 0.17%
13,700
87
$611K 0.13%
12,663
-138,029
88
$497K 0.1%
+45,000
89
$360K 0.08%
6,374
-26
90
$336K 0.07%
4,409
-884
91
$315K 0.07%
7,328
-51
92
$297K 0.06%
3,199
+49
93
$232K 0.05%
2,974
-26
94
$213K 0.04%
5,214
-72,975
95
$203K 0.04%
+6,000
96
– –
-5,836
97
– –
-968,324
98
– –
-77,625
99
– –
-2,725
100
– –
-14,675
1 2 3
4
5