GCM

Gibraltar Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.86M
3
+$1.22M
4
CTRA icon
Coterra Energy
CTRA
+$827K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$824K

Top Sells

1
+$726K
2
+$688K
3
+$650K
4
UNP icon
Union Pacific
UNP
+$575K
5
MCD icon
McDonald's
MCD
+$551K

Sector Composition

1 Technology 22.91%
2 Financials 18.07%
3 Healthcare 15.19%
4 Energy 13.39%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.13%
2,822
-104
77
$255K 0.11%
3,612
-699
78
$241K 0.1%
2,437
79
$240K 0.1%
531
80
$38K 0.02%
12,000
81
$9K ﹤0.01%
667
82
– –
-2,497
83
– –
-1,801
84
– –
-20,040
85
– –
-6,952
86
– –
-2,054
87
– –
-6,198
88
– –
-7,898
89
– –
-2,281
1 2 3
4