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
$557M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$3.46M
3
+$2.96M
4
MCK icon
McKesson
MCK
+$2.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$2M

Top Sells

1
+$4.48M
2
+$3.76M
3
+$3.48M
4
COF icon
Capital One
COF
+$3.45M
5
GS icon
Goldman Sachs
GS
+$3.29M

Sector Composition

1 Healthcare 16.81%
2 Financials 16.54%
3 Technology 15.44%
4 Energy 10.86%
5 Industrials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.98M 0.53%
40,075
-150
77
$2.96M 0.53%
+41,424
78
$2.86M 0.51%
26,303
-5,150
79
$2.78M 0.5%
+14,950
80
$2.77M 0.5%
79,658
-325
81
$2.69M 0.48%
101,930
-10,650
82
$2.67M 0.48%
25,600
+4,875
83
$2.58M 0.46%
53,823
+4,750
84
$2.28M 0.41%
40,273
+4,875
85
$2.24M 0.4%
47,161
-371
86
$2.18M 0.39%
93,618
-375
87
$2.16M 0.39%
18,025
-7,450
88
$2.11M 0.38%
21,700
-100
89
$2.1M 0.38%
16,475
-10,125
90
$1.99M 0.36%
29,400
-100
91
$1.74M 0.31%
6,150
-25
92
$1.73M 0.31%
51,575
-13,224
93
$1.69M 0.3%
33,873
-188
94
$1.63M 0.29%
+34,750
95
$1.27M 0.23%
7,306
-13,371
96
$1.15M 0.21%
4,185
+650
97
$964K 0.17%
25,000
+19,000
98
$824K 0.15%
+25,000
99
$765K 0.14%
+4,000
100
$694K 0.12%
13,450
-200
1 2 3
4
5