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
$223M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$550K
3 +$474K
4
META icon
Meta Platforms (Facebook)
META
+$448K
5
MCD icon
McDonald's
MCD
+$445K

Top Sells

1 +$6.61M
2 +$5.18M
3 +$369K
4
HP icon
Helmerich & Payne
HP
+$229K
5
NVO icon
Novo Nordisk
NVO
+$207K

Sector Composition

1 Technology 25.14%
2 Financials 18.57%
3 Consumer Discretionary 12.91%
4 Energy 10.97%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.09%
6,945
52
$9.4K ﹤0.01%
750
+50
53
-6,345
54
-231,028
55
-1,450
56
-678