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
$141M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$3.26M
3 +$3.06M
4
JPM icon
JPMorgan Chase
JPM
+$3.02M
5
CPAY icon
Corpay
CPAY
+$2.93M

Top Sells

1 +$4.52M
2 +$3.64M
3 +$3.19M
4
SCHW icon
Charles Schwab
SCHW
+$3.12M
5
DINO icon
HF Sinclair
DINO
+$3M

Sector Composition

1 Technology 22.99%
2 Healthcare 15.51%
3 Financials 9.33%
4 Industrials 6.95%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-59,160
52
-3,200
53
-65,602
54
-789
55
-23,642
56
-1,044