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
1
$19.9M 3.44%
+938,308
2
$16.9M 2.93%
372,981
-6,250
3
$15.9M 2.75%
236,909
+11,825
4
$13M 2.25%
385,046
-3,637
5
$12.3M 2.14%
90,142
-302
6
$11.9M 2.06%
134,716
-2,075
7
$11.8M 2.05%
109,082
+53,925
8
$10.6M 1.84%
80,652
-1,500
9
$10.5M 1.81%
119,686
-1,750
10
$10.4M 1.81%
120,032
-1,700
11
$10.2M 1.77%
56,497
-650
12
$10M 1.74%
327,182
-10,037
13
$9.51M 1.65%
333,753
-4,325
14
$9.31M 1.61%
86,336
-2,600
15
$9.22M 1.6%
60,899
-325
16
$9.21M 1.6%
372,210
-5,975
17
$9.18M 1.59%
26,451
-200
18
$9.16M 1.59%
125,700
-19,125
19
$9.07M 1.57%
151,777
-2,200
20
$8.98M 1.56%
217,489
+212,275
21
$8.74M 1.51%
94,792
-11,575
22
$8.66M 1.5%
88,761
-1,259
23
$8.46M 1.47%
130,075
-1,725
24
$8.27M 1.43%
+100,125
25
$8.19M 1.42%
120,521
-925
1
2 3 4 5