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
$577M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$8.77M
3
+$8.27M
4
BAC icon
Bank of America
BAC
+$8.05M
5
BA icon
Boeing
BA
+$6.46M

Top Sells

1
+$9.55M
2
+$5.49M
3
+$4.69M
4
F icon
Ford
F
+$3.98M
5
DE icon
Deere & Co
DE
+$3.2M

Sector Composition

1 Financials 17.07%
2 Healthcare 16.67%
3 Technology 15.5%
4 Industrials 10.76%
5 Energy 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.35M 0.58%
+56,005
77
$3.34M 0.58%
+20,300
78
$3.31M 0.57%
26,600
-700
79
$3.29M 0.57%
93,275
-1,675
80
$3.26M 0.56%
34,675
-1,000
81
$3.19M 0.55%
+34,826
82
$3.12M 0.54%
79,983
-2,375
83
$3.1M 0.54%
25,475
+9,450
84
$2.97M 0.51%
40,225
-1,100
85
$2.51M 0.44%
21,800
+150
86
$2.41M 0.42%
+47,532
87
$2.36M 0.41%
64,799
-1,750
88
$2.34M 0.41%
49,073
-1,450
89
$2.23M 0.39%
93,993
+675
90
$2.05M 0.36%
6,175
-200
91
$2.04M 0.35%
+35,398
92
$2.01M 0.35%
29,500
+9,475
93
$1.86M 0.32%
20,725
+500
94
$1.72M 0.3%
34,061
-942
95
$1.07M 0.19%
3,535
-97
96
$847K 0.15%
13,650
-50
97
$575K 0.1%
10,474
-2,189
98
$527K 0.09%
50,175
+5,175
99
$339K 0.06%
4,171
-238
100
$331K 0.06%
7,003
-325
1 2 3
4
5