GCM

Glynn Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 41.64%
This Quarter Est. Return
1 Year Est. Return
+41.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.2M
3
+$6.41M
4
CRM icon
Salesforce
CRM
+$1.87M
5
LNKD
LinkedIn Corporation
LNKD
+$1.79M

Top Sells

1
+$29.7M
2
+$10M
3
+$9.6M
4
INFA
INFORMATICA CORP
INFA
+$6.61M
5
BIDU icon
Baidu
BIDU
+$5.33M

Sector Composition

1 Technology 42.21%
2 Communication Services 26.3%
3 Consumer Discretionary 11.7%
4 Financials 6.04%
5 Real Estate 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.56%
17,428
27
$1.57M 0.55%
11,688
28
$1.44M 0.5%
16,000
29
$1.33M 0.47%
26,672
30
$1.3M 0.45%
50,000
31
$1.18M 0.41%
23,300
32
$1.16M 0.4%
24,175
33
$1.11M 0.39%
20,000
34
$1.01M 0.35%
40,000
35
$958K 0.33%
25,000
36
$779K 0.27%
37,083
37
$765K 0.27%
20,000
38
$673K 0.24%
33,600
39
$578K 0.2%
15,000
40
$558K 0.2%
7,872
41
$382K 0.13%
5,000
-2,050
42
$291K 0.1%
8,366
43
$285K 0.1%
4,000
44
$260K 0.09%
10,000
45
$204K 0.07%
+5,200
46
– –
-1,700
47
– –
-12,000
48
– –
-122,188
49
– –
-97,353
50
– –
-315,206
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