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
$221M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.17M
3
+$1.56M
4
AAON icon
Aaon
AAON
+$460K
5
KO icon
Coca-Cola
KO
+$412K

Top Sells

1
+$10.4M
2
+$541K
3
+$471K
4
GD icon
General Dynamics
GD
+$461K
5
PRU icon
Prudential Financial
PRU
+$439K

Sector Composition

1 Technology 22.46%
2 Financials 17.54%
3 Healthcare 15.75%
4 Energy 10.97%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$468K 0.21%
16,481
-699
52
$460K 0.21%
+8,687
53
$448K 0.2%
2,680
-100
54
$445K 0.2%
3,781
-1,465
55
$439K 0.2%
2,497
-1,391
56
$427K 0.19%
51,880
-9,951
57
$412K 0.19%
+6,952
58
$396K 0.18%
7,585
-1,085
59
$392K 0.18%
25,448
60
$392K 0.18%
23,418
+395
61
$363K 0.16%
6,108
62
$356K 0.16%
3,857
-242
63
$334K 0.15%
2,926
+128
64
$307K 0.14%
+5,963
65
$305K 0.14%
+4,207
66
$287K 0.13%
+1,521
67
$253K 0.11%
4,311
-80
68
$252K 0.11%
+531
69
$228K 0.1%
+3,034
70
$210K 0.1%
2,437
71
$78K 0.04%
20,040
72
$35K 0.02%
12,000
73
$12K 0.01%
+667
74
– –
-5,328
75
– –
-4,175
1 2
3
4