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
$136M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.24M
3
+$213K
4
MCK icon
McKesson
MCK
+$176K
5
LDOS icon
Leidos
LDOS
+$153K

Top Sells

1
+$12M
2
+$5.95M
3
+$3.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
5
COF icon
Capital One
COF
+$1.98M

Sector Composition

1 Technology 27.33%
2 Healthcare 17.48%
3 Financials 10.8%
4 Industrials 7.98%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.36M 6.87%
102,648
-36,012
2
$8.45M 6.2%
88,078
-62,051
3
$7.74M 5.68%
129,276
-1,482
4
$6.4M 4.7%
31,446
-1,176
5
$6.11M 4.48%
86,420
-1,320
6
$5.67M 4.17%
49,762
+328
7
$5.21M 3.83%
88,652
-995
8
$5.09M 3.73%
218,796
-1,044
9
$4.79M 3.52%
79,083
-198,304
10
$4.75M 3.49%
73,089
-343
11
$4.51M 3.31%
120,085
-25,800
12
$4.5M 3.3%
48,005
+1,628
13
$4.31M 3.16%
28,085
+1,150
14
$4.1M 3.01%
13,227
-7,652
15
$4.03M 2.96%
41,040
+1,381
16
$3.86M 2.83%
79,829
-713
17
$3.76M 2.76%
136,853
-1,409
18
$3.73M 2.74%
51,634
-11,144
19
$3.62M 2.66%
81,010
+482
20
$3.56M 2.61%
14,136
-1,572
21
$3.39M 2.49%
142,786
-1,691
22
$3.28M 2.41%
44,502
+154
23
$3.27M 2.4%
34,784
+1,191
24
$3.1M 2.27%
20,716
-142
25
$2.69M 1.98%
78,823
+39
1
2 3