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GIM
Gyrus Investment Management Portfolio holdings
AUM
$604M
1-Year Est. Return
14.24%
This Fund
S&P 500
This Quarter
Est. Return
+3.74%
1 Year Est. Return
+14.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$442M
AUM Growth
–
Cap. Flow
+$419M
Cap. Flow
% of AUM
94.87%
Top 10 Holdings %
Top 10 Hldgs %
24.65%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$14.4M |
| 2 |
JPMorgan Chase
JPM
|
+$11.4M |
| 3 |
Microsoft
MSFT
|
+$11.4M |
| 4 |
IBM
IBM
|
+$10.4M |
| 5 |
ExxonMobil
XOM
|
+$10.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.96% |
| 2 | Financials | 15.45% |
| 3 | Healthcare | 14.11% |
| 4 | Energy | 10.55% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.9T
| $14M | 3.16% |
+934,948
| New | +$14.4M |
|
|
2
Microsoft
MSFT
$3.35T
| $12.7M | 2.87% |
+348,023
| New | +$11.4M |
|
|
3
JPMorgan Chase
JPM
$933B
| $12.5M | 2.83% |
+224,378
| New | +$11.4M |
|
|
4
ExxonMobil
XOM
$651B
| $10.9M | 2.47% |
+114,441
| New | +$10.3M |
|
5
Home Depot
HD
$332B
| $10.4M | 2.35% |
+126,937
| New | +$9.54M |
|
|
6
IBM
IBM
$209B
| $10.3M | 2.33% |
+53,374
| New | +$10.4M |
|
7
Procter & Gamble
PG
$335B
| $10.1M | 2.29% |
+124,553
| New | +$9.78M |
|
8
Chevron
CVX
$383B
| $9.97M | 2.25% |
+79,827
| New | +$9.65M |
|
9
GE Aerospace
GE
$368B
| $9.4M | 2.13% |
+80,137
| New | +$8.87M |
|
10
Cisco
CSCO
$448B
| $8.78M | 1.99% |
+342,153
| New | +$7.7M |
|
11
Walt Disney
DIS
$167B
| $8.77M | 1.98% |
+131,656
| New | +$8.32M |
|
12
PepsiCo
PEP
$191B
| $8.72M | 1.97% |
+101,110
| New | +$8.26M |
|
13
Intel
INTC
$460B
| $8.62M | 1.95% |
+337,305
| New | +$7.97M |
|
14
Pfizer
PFE
$142B
| $8.49M | 1.92% |
+302,912
| New | +$8.37M |
|
15
Merck
MRK
$321B
| $8.24M | 1.86% |
+176,221
| New | +$7.87M |
|
16
Honeywell
HON
$76.7B
| $8.07M | 1.83% |
+107,339
| New | +$7.4M |
|
17
MetLife
MET
$62.5B
| $7.88M | 1.78% |
+183,251
| New | +$6.74M |
|
18
Altria Group
MO
$113B
| $7.88M | 1.78% |
+213,446
| New | +$7.67M |
|
19
AT&T
T
$159B
| $7.83M | 1.77% |
+277,550
| New | +$7.71M |
|
20
Qualcomm
QCOM
$160B
| $7.83M | 1.77% |
+121,425
| New | +$7.75M |
|
21
McDonald's
MCD
$191B
| $7.55M | 1.71% |
+72,292
| New | +$7.24M |
|
22
United Parcel Service
UPS
$89.5B
| $7.33M | 1.66% |
+80,300
| New | +$6.89M |
|
|
TWC
23
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $7.3M | 1.65% |
+61,500
| New | +$5.95M |
|
|
WBA
24
DELISTED
Walgreens Boots Alliance
WBA
| $6.69M | 1.51% |
+143,500
| New | +$6.99M |
|
25
Lockheed Martin
LMT
$132B
| $6.63M | 1.5% |
+57,920
| New | +$5.92M |
|
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Gyrus Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Gyrus Investment Management, which disclosed 98 positions worth $442M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Apple: 934,948 shares worth $14M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Financials and Healthcare.
- Gyrus Investment Management's largest Q2 2013 buy was Apple: 934,948 shares worth $14M.
- Gyrus Investment Management's ten largest holdings make up 25% of its $442M portfolio in Q2 2013.
- Gyrus Investment Management disclosed 98 positions in Q2 2013, its first 13F filing on record.
Based on Gyrus Investment Management's 13F filing for Q2 2013, filed 16 Aug 2013.