GCM

Gibraltar Capital Management Portfolio holdings

AUM $512M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.9M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.79M
3
+$1.6M
4
LUV icon
Southwest Airlines
LUV
+$890K
5
SCHW icon
Charles Schwab
SCHW
+$677K

Top Sells

1
+$3.8M
2
+$3.29M
3
+$1.99M
4
AMGN icon
Amgen
AMGN
+$581K
5
MSFT icon
Microsoft
MSFT
+$346K

Sector Composition

1 Technology 27.1%
2 Healthcare 21.55%
3 Financials 18.48%
4 Communication Services 11.16%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.77%
123,314
-15,791
27
$1.33M 1.65%
54,582
-81,456
28
$1.26M 1.56%
9,115
-4,197
29
$786K 0.97%
16,627
30
$781K 0.97%
4
31
$270K 0.33%
25,448
32
– –
-59,116
33
– –
-4,091
34
– –
-124,828
1
2