GC

Gibson Capital Portfolio holdings

AUM $506M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$982K
3
+$957K
4
COST icon
Costco
COST
+$367K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$345K

Top Sells

1
+$6.14M
2
+$1.42M
3
+$311K
4
MCHP icon
Microchip Technology
MCHP
+$209K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$203K

Sector Composition

1 Financials 4.16%
2 Technology 1.83%
3 Industrials 1.48%
4 Consumer Staples 0.46%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$264M 53.94%
910,030
-21,186
2
$107M 21.94%
1,204,184
-15,985
3
$15.2M 3.11%
401,323
4
$14.3M 2.92%
21
5
$11.6M 2.38%
537,860
-8,639
6
$10.3M 2.11%
38,220
-1,152
7
$6.76M 1.38%
+106,229
8
$5.67M 1.16%
28,944
9
$5.42M 1.11%
97,434
-2,500
10
$4.29M 0.88%
86,670
-475
11
$3.72M 0.76%
8,209
+761
12
$2.85M 0.58%
11,374
+3,920
13
$2.77M 0.57%
25,104
-55
14
$2.07M 0.42%
15,410
+2,170
15
$1.96M 0.4%
7,438
16
$1.7M 0.35%
7,751
+4,360
17
$1.67M 0.34%
81,050
18
$1.57M 0.32%
3,735
+655
19
$1.56M 0.32%
23,913
20
$1.39M 0.28%
5,771
21
$1.19M 0.24%
2,216
-21
22
$970K 0.2%
4,560
23
$958K 0.2%
1,046
+401
24
$889K 0.18%
8,995
25
$838K 0.17%
31,982
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