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
$223M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$550K
3 +$474K
4
META icon
Meta Platforms (Facebook)
META
+$448K
5
MCD icon
McDonald's
MCD
+$445K

Top Sells

1 +$6.61M
2 +$5.18M
3 +$369K
4
HP icon
Helmerich & Payne
HP
+$229K
5
NVO icon
Novo Nordisk
NVO
+$207K

Sector Composition

1 Technology 25.14%
2 Financials 18.57%
3 Consumer Discretionary 12.91%
4 Energy 10.97%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.6M 7.01%
67,005
+2,036
2
$12.7M 5.73%
29,629
+633
3
$12.7M 5.71%
76,005
+745
4
$11.2M 5.04%
468,700
+3,386
5
$10.7M 4.8%
148,383
+2,388
6
$10.6M 4.78%
21,547
+124
7
$10M 4.51%
197,248
-1,073
8
$9.75M 4.38%
124,905
+473
9
$9.58M 4.31%
39,930
-613
10
$8.98M 4.03%
2,131
+43
11
$8.78M 3.94%
139,592
+2,845
12
$8.74M 3.93%
53,645
-272
13
$7.49M 3.36%
63,888
+444
14
$6.85M 3.08%
121,322
-1,405
15
$6.7M 3.01%
75,766
+2,715
16
$6.62M 2.97%
25,690
+81
17
$6.51M 2.92%
57,289
-66
18
$6.47M 2.91%
67,289
+528
19
$6.17M 2.77%
118,222
+1,467
20
$6.17M 2.77%
155,387
-4,001
21
$6.14M 2.76%
19,631
+86
22
$5.96M 2.68%
115,268
+3,097
23
$5.08M 2.28%
207,578
+2,230
24
$3.05M 1.37%
37,797
+1,431
25
$2.76M 1.24%
4