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
$143M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.19M
2 +$3.26M
3 +$2.33M
4
MA icon
Mastercard
MA
+$2.13M
5
INTC icon
Intel
INTC
+$753K

Top Sells

1 +$5.05M
2 +$2.16M
3 +$1.74M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K

Sector Composition

1 Technology 23.43%
2 Healthcare 16.15%
3 Financials 12.3%
4 Industrials 8.6%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-48,000