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
$456M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$3.52M
3
+$2.89M
4
PFE icon
Pfizer
PFE
+$2.03M
5
GS icon
Goldman Sachs
GS
+$1.83M

Top Sells

1
+$4.84M
2
+$4.78M
3
+$2.96M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$2.52M
5
SPG icon
Simon Property Group
SPG
+$2.01M

Sector Composition

1 Technology 16.7%
2 Financials 15.87%
3 Healthcare 14.75%
4 Industrials 10.65%
5 Energy 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 3.72%
968,324
+33,376
2
$13.2M 2.9%
386,657
+38,634
3
$11.9M 2.61%
223,360
-1,018
4
$10.5M 2.31%
375,508
+72,596
5
$10M 2.2%
85,191
+5,054
6
$9.93M 2.18%
79,527
-300
7
$9.85M 2.16%
126,336
-601
8
$9.26M 2.03%
104,737
-9,704
9
$8.68M 1.9%
130,916
-740
10
$8.36M 1.84%
120,832
-593
11
$8.22M 1.81%
100,642
-468
12
$8.21M 1.8%
340,960
-1,193
13
$8.2M 1.8%
62,548
+4,628
14
$8.19M 1.8%
175,435
-786
15
$8.18M 1.8%
44,950
-8,424
16
$7.91M 1.74%
143,000
-500
17
$7.91M 1.74%
335,629
-1,676
18
$7.84M 1.72%
182,231
-1,020
19
$7.5M 1.65%
79,825
-475
20
$7.33M 1.61%
90,125
-11,042
21
$7.25M 1.59%
276,320
-1,230
22
$7.12M 1.56%
71,955
-337
23
$7.02M 1.54%
61,200
-300
24
$6.64M 1.46%
23,877
-148
25
$6.6M 1.45%
120,621
-819
1
2 3 4 5