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
$200M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.99M
3
+$723K
4
OMC icon
Omnicom Group
OMC
+$664K
5
MA icon
Mastercard
MA
+$660K

Top Sells

1
+$4.92M
2
+$4.26M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$788K
5
XEC
CIMAREX ENERGY CO
XEC
+$457K

Sector Composition

1 Technology 23.67%
2 Financials 19.6%
3 Healthcare 16.43%
4 Energy 12.32%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.91M 4.95%
50,590
+2,517
2
$9.63M 4.81%
173,942
+8,915
3
$9.3M 4.65%
129,222
-6,345
4
$8.63M 4.31%
107,618
+6,146
5
$8.44M 4.22%
58,926
+2,121
6
$8.14M 4.07%
63,040
+2,600
7
$7.58M 3.79%
86,521
+2,815
8
$7.44M 3.71%
20,088
+1,782
9
$7.28M 3.63%
26,226
+1,201
10
$7.26M 3.63%
120,791
+9,380
11
$6.98M 3.49%
104,678
+6,232
12
$6.49M 3.24%
167,436
+5,702
13
$6.49M 3.24%
209,664
-2,520
14
$6.46M 3.23%
62,302
+6,309
15
$6.45M 3.22%
34,178
+2,949
16
$6.42M 3.21%
42,528
+3,179
17
$6.03M 3.01%
142,407
+4,144
18
$5.69M 2.84%
118,093
+1,351
19
$5.58M 2.79%
24,598
+1,423
20
$5.14M 2.57%
65,821
+1,154
21
$4.85M 2.42%
94,792
+3,317
22
$4.72M 2.36%
19,946
+1,393
23
$4.27M 2.14%
+74,323
24
$4.25M 2.12%
1,962
+118
25
$4.23M 2.11%
16,854
+1,365
1
2 3