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
$200M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.99M
3
+$723K
4
OMC icon
Omnicom Group
OMC
+$664K
5
MA icon
Mastercard
MA
+$660K

Top Sells

1
+$4.92M
2
+$4.26M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$788K
5
XEC
CIMAREX ENERGY CO
XEC
+$457K

Sector Composition

1 Technology 23.67%
2 Financials 19.6%
3 Healthcare 16.43%
4 Energy 12.32%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.49%
+66,612
27
$2.21M 1.1%
47,306
-4,600
28
$1.71M 0.85%
54,647
-2,055
29
$1.65M 0.82%
4
30
$1.45M 0.73%
7,724
-22,638
31
$1.28M 0.64%
27,513
32
$1.13M 0.56%
4,110
-25
33
$1.08M 0.54%
10,550
-36,884
34
$1.04M 0.52%
8,969
-42,267
35
$938K 0.47%
18,579
-1,060
36
$902K 0.45%
22,970
+153
37
$897K 0.45%
5,303
-488
38
$860K 0.43%
11,839
-360
39
$840K 0.42%
15,086
+530
40
$830K 0.41%
26,838
-6,450
41
$759K 0.38%
14,251
+1,218
42
$738K 0.37%
8,552
-149
43
$723K 0.36%
+18,155
44
$705K 0.35%
7,170
+679
45
$700K 0.35%
3,207
+206
46
$697K 0.35%
5,342
+257
47
$665K 0.33%
2,756
+223
48
$664K 0.33%
+8,474
49
$660K 0.33%
10,008
+546
50
$653K 0.33%
3,982
+280
1
2
3