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
$80.9M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.79M
3
+$1.6M
4
LUV icon
Southwest Airlines
LUV
+$890K
5
SCHW icon
Charles Schwab
SCHW
+$677K

Top Sells

1
+$3.8M
2
+$3.29M
3
+$1.99M
4
AMGN icon
Amgen
AMGN
+$581K
5
MSFT icon
Microsoft
MSFT
+$346K

Sector Composition

1 Technology 27.1%
2 Healthcare 21.55%
3 Financials 18.48%
4 Communication Services 11.16%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.41M 6.69%
196,136
+8
2
$4.38M 5.42%
99,062
-7,824
3
$4.3M 5.32%
150,619
+23,704
4
$4.17M 5.16%
137,160
-5,260
5
$3.95M 4.88%
40,218
+16,246
6
$3.69M 4.56%
411,597
-15,651
7
$3.62M 4.48%
44,762
-2,448
8
$3.46M 4.28%
114,890
+3,124
9
$3.37M 4.17%
88,697
+23,396
10
$3.34M 4.13%
40,175
-128
11
$3.28M 4.06%
58,124
+3
12
$3.03M 3.75%
52,010
+2,034
13
$2.89M 3.57%
73,717
14
$2.78M 3.44%
42,165
-2,177
15
$2.73M 3.38%
103,987
-5,412
16
$2.62M 3.24%
66,925
+251
17
$2.42M 2.99%
42,413
-2,655
18
$2.41M 2.98%
+160,865
19
$2.08M 2.58%
15,039
-814
20
$2.07M 2.56%
42,072
-354
21
$1.97M 2.43%
21,583
-3,317
22
$1.88M 2.33%
59,799
+980
23
$1.79M 2.21%
+57,615
24
$1.68M 2.08%
38,329
+3,152
25
$1.65M 2.04%
1,127
-69
1
2