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
$194M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.58M
3 +$1.33M
4
GD icon
General Dynamics
GD
+$1.27M
5
MRK icon
Merck
MRK
+$1.25M

Top Sells

1 +$5.9M
2 +$4.24M
3 +$4.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.11M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.89M

Sector Composition

1 Technology 22.99%
2 Financials 18.61%
3 Healthcare 18.15%
4 Industrials 12%
5 Energy 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$457K 0.24%
+4,929
52
$446K 0.23%
+56,796
53
$407K 0.21%
25,448
54
$387K 0.2%
6,108
55
$386K 0.2%
2,440
+40
56
$384K 0.2%
+19,834
57
$383K 0.2%
+3,631
58
$366K 0.19%
3,209
-3,844
59
$274K 0.14%
3,749
-1,795
60
$241K 0.12%
2,937
+6
61
$238K 0.12%
1,934
-47,938
62
$220K 0.11%
4,160
-3,095
63
$135K 0.07%
20,040
64
-25,712
65
-3,534
66
-12,000
67
-14,613