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
101
$325K 0.06%
3,239
-31,889
102
$300K 0.05%
3,199
103
$222K 0.04%
+2,050
104
$213K 0.04%
6,000
105
$211K 0.04%
2,749
-225
106
$204K 0.04%
+1,700
107
– –
-242,786
108
– –
-101,300
109
– –
-70,531
110
– –
-54,229
111
– –
-103,125
1 2 3 4
5