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
$479M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$3.98M
3
+$3.81M
4
NKE icon
Nike
NKE
+$3.72M
5
V icon
Visa
V
+$3.57M

Top Sells

1
+$16.9M
2
+$6.8M
3
+$6.66M
4
BAC icon
Bank of America
BAC
+$6.19M
5
BA icon
Boeing
BA
+$5.15M

Sector Composition

1 Financials 15.59%
2 Healthcare 14.76%
3 Technology 13.33%
4 Industrials 10.97%
5 Communication Services 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 3.15%
379,231
-7,426
2
$14M 2.92%
225,084
+1,724
3
$12.9M 2.7%
90,444
+5,253
4
$12M 2.51%
388,683
+13,175
5
$11.1M 2.32%
136,791
+5,875
6
$10.9M 2.28%
82,152
+2,625
7
$10.6M 2.22%
121,436
-4,900
8
$10M 2.09%
337,219
+45,570
9
$9.6M 2.01%
121,732
+900
10
$9.56M 2%
88,936
-15,801
11
$9.55M 1.99%
103,125
+42,975
12
$9.53M 1.99%
85,374
+5,549
13
$9.37M 1.96%
106,367
+5,725
14
$9.32M 1.95%
338,078
+2,449
15
$9.03M 1.88%
57,147
-5,401
16
$9.01M 1.88%
378,185
+37,225
17
$8.96M 1.87%
26,651
+2,774
18
$8.84M 1.85%
144,825
+1,825
19
$8.81M 1.84%
61,224
+24
20
$8.33M 1.74%
90,020
-105
21
$7.86M 1.64%
278,470
+2,150
22
$7.81M 1.63%
153,977
-21,458
23
$7.47M 1.56%
72,480
+525
24
$7.41M 1.55%
121,446
+825
25
$7.15M 1.49%
73,012
+69,975
1
2 3 4 5