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
101
$342K 0.06%
35,025
-15,150
102
$297K 0.05%
4,092
-79
103
$297K 0.05%
6,853
-150
104
$286K 0.05%
3,164
-75
105
$277K 0.05%
3,199
106
$234K 0.04%
2,000
-50
107
$205K 0.04%
1,225
-19,650
108
– –
-40,525
109
– –
-1,700
110
– –
-92,425
111
– –
-2,749
112
– –
-45,392
1 2 3 4
5