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
$194M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.58M
3
+$1.33M
4
GD icon
General Dynamics
GD
+$1.27M
5
MRK icon
Merck
MRK
+$1.25M

Top Sells

1
+$5.9M
2
+$4.24M
3
+$4.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.11M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.89M

Sector Composition

1 Technology 22.99%
2 Financials 18.61%
3 Healthcare 18.15%
4 Industrials 12%
5 Energy 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 2.26%
1,844
+110
27
$4.33M 2.23%
15,489
+1,292
28
$2.84M 1.46%
51,906
+3,826
29
$1.77M 0.91%
56,702
-6,028
30
$1.56M 0.8%
4
31
$1.24M 0.64%
27,513
+195
32
$1.07M 0.55%
4,135
-175
33
$954K 0.49%
19,639
-87,239
34
$947K 0.49%
33,288
-6,699
35
$943K 0.49%
5,791
+3,841
36
$913K 0.47%
+12,199
37
$849K 0.44%
+14,556
38
$828K 0.43%
+22,817
39
$788K 0.41%
1,959
-7,735
40
$750K 0.39%
8,701
-878
41
$677K 0.35%
+13,033
42
$661K 0.34%
+3,001
43
$624K 0.32%
+9,462
44
$596K 0.31%
+2,533
45
$594K 0.31%
+3,702
46
$590K 0.3%
+5,085
47
$581K 0.3%
+6,753
48
$572K 0.29%
+6,491
49
$504K 0.26%
+2,240
50
$497K 0.26%
7,134
-58,393
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