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
$97.1M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$601K
3
+$466K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$356K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$108K

Top Sells

1
+$2.45M
2
+$2.25M
3
+$240K
4
MSFT icon
Microsoft
MSFT
+$189K
5
WBA
Walgreens Boots Alliance
WBA
+$36.5K

Sector Composition

1 Healthcare 26.01%
2 Technology 25.82%
3 Industrials 18.05%
4 Financials 14.24%
5 Energy 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$977K 1.01%
10,566
-150
27
$961K 0.99%
26,088
28
$894K 0.92%
10,539
-3
29
$581K 0.6%
9,797
-37,882
30
$356K 0.37%
+1,208
31
$352K 0.36%
25,448
32
$303K 0.31%
5,600
+2,000
33
$272K 0.28%
6,107
34
$238K 0.25%
3,036
+10
35
$229K 0.24%
2,841
+17
36
$202K 0.21%
1,450
37
– –
-17,080
38
– –
-50,662
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