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
$284M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.61M
3
+$3.75M
4
CRM icon
Salesforce
CRM
+$2.21M
5
NMBL
Nimble Storage, Inc.
NMBL
+$1.04M

Top Sells

1
+$15.6M
2
+$3.45M
3
+$2.77M
4
GWRE icon
Guidewire Software
GWRE
+$2.49M
5
SPLK
Splunk Inc
SPLK
+$1.45M

Sector Composition

1 Technology 44.01%
2 Communication Services 31.8%
3 Consumer Discretionary 11.82%
4 Financials 6.4%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.5%
11,688
27
$1.37M 0.48%
16,000
28
$1.31M 0.46%
20,000
29
$1.31M 0.46%
24,175
30
$1.19M 0.42%
40,000
31
$1.13M 0.4%
25,000
32
$927K 0.33%
33,600
33
$916K 0.32%
23,300
34
$654K 0.23%
8,800
35
$576K 0.2%
6,911
-961
36
$461K 0.16%
5,000
37
$333K 0.12%
8,366
38
$302K 0.11%
10,000
39
$268K 0.09%
4,000
40
$262K 0.09%
1,750
41
$250K 0.09%
5,200
42
$214K 0.08%
+2,000
43
– –
-711,412
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