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
$254M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.17M
3
+$2.87M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
NMBL
Nimble Storage, Inc.
NMBL
+$1.33M

Top Sells

1
+$11.3M
2
+$9.21M
3
+$5.11M
4
PANW icon
Palo Alto Networks
PANW
+$3.29M
5
NOW icon
ServiceNow
NOW
+$1.44M

Sector Composition

1 Technology 40.44%
2 Communication Services 25.89%
3 Consumer Discretionary 12.06%
4 Financials 5.81%
5 Real Estate 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.61%
16,000
27
$1.45M 0.57%
11,688
28
$1.38M 0.54%
26,672
29
$1.37M 0.54%
23,300
30
$1.31M 0.52%
24,175
31
$1.29M 0.51%
50,000
32
$1.1M 0.43%
40,000
33
$1.08M 0.42%
20,000
34
$963K 0.38%
25,000
35
$818K 0.32%
20,000
36
$694K 0.27%
8,800
-116,800
37
$645K 0.25%
37,083
38
$644K 0.25%
33,600
39
$534K 0.21%
7,872
40
$389K 0.15%
5,000
41
$292K 0.11%
4,000
42
$281K 0.11%
8,366
43
$273K 0.11%
10,000
44
$210K 0.08%
+1,700
45
– –
-15,000
46
– –
-5,200
1
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