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
$136M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.24M
3
+$213K
4
MCK icon
McKesson
MCK
+$176K
5
LDOS icon
Leidos
LDOS
+$153K

Top Sells

1
+$12M
2
+$5.95M
3
+$3.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
COF icon
Capital One
COF
+$1.98M

Sector Composition

1 Technology 27.33%
2 Healthcare 17.48%
3 Financials 10.8%
4 Industrials 7.98%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.53%
66,612
-54
27
$2.02M 1.48%
47,645
-794
28
$2.01M 1.48%
30,445
-29,846
29
$1.86M 1.37%
+6,299
30
$1.24M 0.91%
+781
31
$1.08M 0.79%
26,988
-2,661
32
$1.07M 0.78%
4
33
$889K 0.65%
10,265
-15
34
$871K 0.64%
16,750
-339
35
$769K 0.56%
39,427
+434
36
$752K 0.55%
4,210
37
$685K 0.5%
5,798
+34
38
$309K 0.23%
2,240
39
$285K 0.21%
6,107
40
$241K 0.18%
2,903
+14
41
$230K 0.17%
25,448
42
$213K 0.16%
+3,000
43
$204K 0.15%
1,450
-875
44
$64K 0.05%
12,000
45
$60K 0.04%
48,000
46
– –
-12,530
47
– –
-3,619
48
– –
-39,250
49
– –
-727
50
– –
-19,040
1
2
3