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
1
$21.7M 3.89%
933,008
-5,300
2
$15.4M 2.77%
369,831
-3,150
3
$13.5M 2.43%
234,959
-1,950
4
$13.4M 2.41%
128,182
+19,100
5
$11.4M 2.05%
133,466
-1,250
6
$11.3M 2.03%
89,625
-517
7
$10.8M 1.93%
381,911
-3,135
8
$10.4M 1.88%
80,002
-650
9
$9.99M 1.79%
346,910
+19,728
10
$9.91M 1.78%
320,653
-13,100
11
$9.89M 1.78%
179,182
+27,405
12
$9.66M 1.74%
388,910
+16,700
13
$9.6M 1.72%
118,586
-1,100
14
$9.41M 1.69%
118,857
-1,175
15
$9.28M 1.67%
103,892
+9,100
16
$9.23M 1.66%
124,575
-1,125
17
$9.14M 1.64%
128,775
-1,300
18
$9.05M 1.62%
215,689
-1,800
19
$8.99M 1.61%
55,947
-550
20
$8.88M 1.59%
60,249
-650
21
$8.66M 1.55%
85,986
-350
22
$8.43M 1.51%
160,374
+149,900
23
$7.98M 1.43%
93,131
+3,150
24
$7.92M 1.42%
124,146
+3,625
25
$7.86M 1.41%
104,275
+4,150
1
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