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
$310M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.2M
3
+$10.5M
4
WDAY icon
Workday
WDAY
+$9.92M
5
LNKD
LinkedIn Corporation
LNKD
+$9.5M

Top Sells

1
+$10.5M
2
+$8.06M
3
+$4.22M
4
BIDU icon
Baidu
BIDU
+$1.11M
5
PANW icon
Palo Alto Networks
PANW
+$461K

Sector Composition

1 Technology 41.38%
2 Communication Services 31.34%
3 Consumer Discretionary 11.72%
4 Financials 4.36%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.53%
23,300
27
$1.54M 0.5%
50,000
28
$1.47M 0.48%
11,688
29
$1.4M 0.45%
26,672
30
$1.33M 0.43%
24,175
31
$1.05M 0.34%
20,000
32
$1.05M 0.34%
40,000
33
$1.02M 0.33%
25,000
34
$811K 0.26%
20,000
35
$781K 0.25%
33,600
36
$697K 0.23%
8,800
37
$548K 0.18%
7,872
38
$413K 0.13%
30,983
-6,100
39
$403K 0.13%
5,000
40
$329K 0.11%
4,000
41
$292K 0.09%
8,366
42
$269K 0.09%
10,000
43
$221K 0.07%
+1,750
44
$218K 0.07%
1,700
45
$202K 0.07%
+5,200
46
$200K 0.06%
+2,000
47
– –
-56,710
48
– –
-144,695
49
– –
-315,153
1
2