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
$226M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.68M
3
+$2.05M
4
CVS icon
CVS Health
CVS
+$1.86M
5
HBAN icon
Huntington Bancshares
HBAN
+$827K

Top Sells

1
+$6.77M
2
+$4.55M
3
+$896K
4
AAON icon
Aaon
AAON
+$560K
5
LUV icon
Southwest Airlines
LUV
+$202K

Sector Composition

1 Technology 24.37%
2 Financials 18.84%
3 Healthcare 10.8%
4 Energy 8.85%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.92%
4
27
$1.83M 0.81%
34,929
+30
28
$1.55M 0.69%
45,427
-828
29
$1.3M 0.57%
3,803
30
$1.1M 0.49%
102,326
+76,678
31
$1.04M 0.46%
8,003
32
$1.02M 0.45%
10,788
-17
33
$991K 0.44%
11,607
-53,231
34
$934K 0.41%
30,401
+79
35
$910K 0.4%
71,642
+281
36
$899K 0.4%
59,387
+17
37
$893K 0.4%
17,263
+35
38
$849K 0.38%
14,793
39
$843K 0.37%
38,618
+119
40
$836K 0.37%
12,911
+58
41
$833K 0.37%
20,055
-136
42
$833K 0.37%
3,689
-5
43
$793K 0.35%
11,417
+50
44
$784K 0.35%
28,495
-99
45
$764K 0.34%
16,860
+81
46
$735K 0.33%
6,724
+32
47
$710K 0.31%
19,367
+120
48
$701K 0.31%
2,257
-46
49
$695K 0.31%
6,371
+32
50
$665K 0.29%
56,703
+310
1
2
3