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
$303M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$7.29M
3
+$6.85M
4
MELI icon
Mercado Libre
MELI
+$6.33M
5
CRM icon
Salesforce
CRM
+$4.31M

Top Sells

1
+$12.1M
2
+$9.95M
3
+$7.27M
4
AMZN icon
Amazon
AMZN
+$3.87M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$667K

Sector Composition

1 Technology 37.48%
2 Consumer Discretionary 28.11%
3 Communication Services 25.79%
4 Healthcare 3.03%
5 Financials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.49%
26,672
27
$1.41M 0.47%
11,688
28
$1.39M 0.46%
20,000
29
$1.14M 0.38%
24,175
30
$1.1M 0.36%
16,000
31
$1M 0.33%
25,000
32
$966K 0.32%
40,000
33
$927K 0.31%
33,600
34
$891K 0.29%
16,940
35
$824K 0.27%
23,300
36
$797K 0.26%
27,050
37
$673K 0.22%
122,000
38
$602K 0.2%
+22,525
39
$579K 0.19%
+11,270
40
$555K 0.18%
6,911
41
$473K 0.16%
8,800
42
$444K 0.15%
5,000
43
$320K 0.11%
5,200
44
$286K 0.09%
10,000
45
$217K 0.07%
6,074
-352
46
$95K 0.03%
11,000
47
$94K 0.03%
500
48
– –
-335,165
49
– –
-4,000
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