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
$223M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$550K
3
+$474K
4
META icon
Meta Platforms (Facebook)
META
+$448K
5
MCD icon
McDonald's
MCD
+$445K

Top Sells

1
+$6.61M
2
+$5.18M
3
+$369K
4
HP icon
Helmerich & Payne
HP
+$229K
5
NVO icon
Novo Nordisk
NVO
+$207K

Sector Composition

1 Technology 25.14%
2 Financials 18.57%
3 Consumer Discretionary 12.91%
4 Energy 10.97%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.97%
17,771
+14,871
27
$1.68M 0.76%
3,653
+13
28
$1.64M 0.74%
7,780
-24,570
29
$1.23M 0.55%
35,680
-101
30
$1.23M 0.55%
3,028
+700
31
$1.13M 0.51%
10,835
+643
32
$1.11M 0.5%
30,877
+1,522
33
$707K 0.32%
3,794
+1,126
34
$550K 0.25%
+621
35
$448K 0.2%
+782
36
$445K 0.2%
+1,460
37
$429K 0.19%
4,712
+1,501
38
$409K 0.18%
+700
39
$387K 0.17%
+500
40
$384K 0.17%
+17,322
41
$374K 0.17%
25,448
42
$346K 0.16%
6,108
43
$338K 0.15%
+667
44
$337K 0.15%
11,124
+60
45
$295K 0.13%
2,437
-167
46
$288K 0.13%
2,669
47
$273K 0.12%
+964
48
$251K 0.11%
2,621
+281
49
$249K 0.11%
+12,179
50
$235K 0.11%
1,416
+275
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