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
$221M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.17M
3
+$1.56M
4
AAON icon
Aaon
AAON
+$460K
5
KO icon
Coca-Cola
KO
+$412K

Top Sells

1
+$10.4M
2
+$541K
3
+$471K
4
GD icon
General Dynamics
GD
+$461K
5
PRU icon
Prudential Financial
PRU
+$439K

Sector Composition

1 Technology 22.46%
2 Financials 17.54%
3 Healthcare 15.75%
4 Energy 10.97%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 1.73%
89,017
-1,305
27
$2.51M 1.14%
66,777
-7,141
28
$1.8M 0.82%
4
29
$1.69M 0.76%
54,467
+15
30
$1.36M 0.62%
28,164
+651
31
$1.16M 0.52%
3,870
-325
32
$1.03M 0.46%
4,921
-2,212
33
$976K 0.44%
16,533
-6,141
34
$944K 0.43%
8,623
-1,085
35
$886K 0.4%
6,546
-2,059
36
$731K 0.33%
8,545
+143
37
$703K 0.32%
11,100
-2,995
38
$688K 0.31%
7,898
-3,708
39
$645K 0.29%
11,602
-7,117
40
$636K 0.29%
26,838
41
$592K 0.27%
11,391
-3,668
42
$575K 0.26%
2,281
-790
43
$551K 0.25%
2,054
-208
44
$543K 0.25%
1,801
-906
45
$543K 0.25%
13,897
-4,265
46
$542K 0.25%
6,198
-560
47
$532K 0.24%
8,048
-1,882
48
$530K 0.24%
3,097
-1,956
49
$525K 0.24%
5,526
-1,566
50
$503K 0.23%
6,867
-1,536
1
2
3 4