GCM
Gibraltar Capital Management Portfolio holdings
AUM
$512M
This Quarter Return
+2.29%
1 Year Return
+9.58%
3 Year Return
+47.84%
5 Year Return
+112.67%
10 Year Return
+257.7%
AUM
$143M
AUM Growth
+$143M
(+5.1%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
8.98%
Top 10 Holdings %
Top 10 Hldgs %
40.56%
Holding
51
New
6
Increased
25
Reduced
13
Closed
2
Top Buys
| 1 |
Constellation Brands
STZ
|
$4.19M |
| 2 |
Apple
AAPL
|
$3.86M |
| 3 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$3.26M |
| 4 |
Booking.com
BKNG
|
$2.33M |
| 5 |
Mastercard
MA
|
$2.13M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.16M |
| 2 |
Microsoft
MSFT
|
$1.74M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.46M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$421K |
| 5 |
Bristol-Myers Squibb
BMY
|
$313K |
Sector Composition
| 1 | Technology | 23.43% |
| 2 | Healthcare | 16.15% |
| 3 | Financials | 12.3% |
| 4 | Industrials | 8.6% |
| 5 | Energy | 7.08% |