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
$240M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$5.84M
2 +$5.4M
3 +$1.27M
4
CTRA icon
Coterra Energy
CTRA
+$954K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$846K

Top Sells

1 +$788K
2 +$688K
3 +$626K
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
1
$18.9M 7.87%
376,884
-1,805
2
$14M 5.81%
518,062
+35,376
3
$11.9M 4.96%
68,342
+7,267
4
$10.5M 4.36%
34,245
+505
5
$9.83M 4.09%
97,141
-6,187
6
$9.48M 3.95%
114,820
-3,466
7
$8.86M 3.68%
63,420
+6,060
8
$8.86M 3.68%
47,849
+1,705
9
$8.44M 3.51%
170,352
+1,691
10
$7.95M 3.31%
25,771
-683
11
$7.92M 3.3%
22,164
+680
12
$7.66M 3.19%
104,918
+739
13
$6.42M 2.67%
59,448
-1,318
14
$6.41M 2.67%
132,333
-3,384
15
$6.3M 2.62%
32,901
+3,892
16
$6.13M 2.55%
125,023
+1,667
17
$6M 2.49%
68,612
+217
18
$5.84M 2.43%
+44,920
19
$5.78M 2.4%
25,080
+343
20
$5.75M 2.39%
42,181
+1,042
21
$5.66M 2.36%
137,411
-10,122
22
$5.51M 2.29%
67,146
-1,839
23
$5.4M 2.25%
+46,693
24
$4.64M 1.93%
1,974
+78
25
$4.31M 1.79%
17,287
+226