GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC

HTTP://WWW.GYROSCOPECAPITALMANAGEMENT.COM/ NAPLES, FL Investment Advisor How do I update this listing?

Also known as:

  • GYROSCOPE CAPITAL MANAGEMENT LLC

Gyroscope Capital Management Group is based out of Naples. Gyroscope Capital Management Group is a large advisory firm with 446 clients and discretionary assets under management (AUM) of $259,976,111 (Form ADV from 2019-03-22). Their last reported 13F filing for Q2 2019 included $265,255,000 in managed 13F securities and a top 10 holdings concentration of 35.1%. Gyroscope Capital Management Group's largest holding is Sherwin-Williams Co. with shares held of 33,175. Gyroscope Capital Management Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 19 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $265.255 Million
  • Prior Market Value $261.925 Million
  • New Purchases7 stocks
  • Additional Purchases64 stocks
  • Sold out of14 stocks
  • Reduced holdings in35 stocks
  • Top 10 Holdings % 35.10 %
  • Turnover % [1]:16.41%
  • Turnover Alt % [2]: 5.31 %
  • Time Held Top20:3.45 quarters
  • Time Held Top10:1.10 quarters
  • Time Held All:6.24 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: -0.81%
Performance Last 4 Quarters: 0.8%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC
999 VANDERBILT BEACH ROAD, SUITE 102
NAPLES FL    34108
Country: United States

Business Phone: 239-449-7999
Fax: 239-790-0928
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 446
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
EGAN, MICHAEL, JOSEPH PRESIDENT / MANAGING MEMBER 11/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
JETA GROVE, LLC MANAGING DIRECTOR direct 2005-12-01
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC PRESIDENT / MANAGING MEMBER direct 2006-11-01
GYROSCOPE CAPITAL MANAGEMENT LLC PRESIDENT direct 2006-11-01
KELLIHER, KATHERINE, ROSE CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

ownership team - last updated 2017-08-07
Name Title Start Date Direct/Indirect % Ownership
KELLIHER, KATHERINE, ROSE CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
EGAN, MICHAEL, JOSEPH PRESIDENT / MANAGING MEMBER 11/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
JETA GROVE, LLC MANAGING DIRECTOR direct 2005-12-01
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC PRESIDENT / MANAGING MEMBER direct 2006-11-01
GYROSCOPE CAPITAL MANAGEMENT LLC PRESIDENT direct 2006-11-01

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