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
$240M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.4M
3
+$1.27M
4
CTRA icon
Coterra Energy
CTRA
+$954K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$846K

Top Sells

1
+$788K
2
+$688K
3
+$626K
4
UNP icon
Union Pacific
UNP
+$575K
5
MCD icon
McDonald's
MCD
+$551K

Sector Composition

1 Technology 22.91%
2 Financials 18.07%
3 Healthcare 15.19%
4 Energy 13.39%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.74%
91,496
+2,479
27
$4.08M 1.7%
80,084
+4,786
28
$3.6M 1.5%
90,044
+6,782
29
$2.47M 1.03%
66,068
-709
30
$2.12M 0.88%
4
31
$1.57M 0.65%
52,067
-2,400
32
$1.41M 0.59%
28,413
+249
33
$1.37M 0.57%
3,870
34
$816K 0.34%
7,802
-821
35
$688K 0.29%
3,880
+783
36
$671K 0.28%
4,138
-2,408
37
$646K 0.27%
7,753
-792
38
$611K 0.25%
14,278
-12,560
39
$608K 0.25%
54,324
+2,444
40
$586K 0.24%
12,716
-1,181
41
$572K 0.24%
10,705
-897
42
$568K 0.24%
6,758
-1,290
43
$550K 0.23%
20,356
+3,875
44
$547K 0.23%
5,385
+2,351
45
$518K 0.22%
3,737
-44
46
$514K 0.21%
+28,806
47
$510K 0.21%
6,014
-853
48
$493K 0.21%
5,252
-274
49
$485K 0.2%
9,519
-1,872
50
$471K 0.2%
8,302
+2,339
1
2
3 4