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
$320M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$5.68M
3
+$4.03M
4
ETSY icon
Etsy
ETSY
+$1.46M
5
NOW icon
ServiceNow
NOW
+$692K

Top Sells

1
+$8.43M
2
+$8.29M
3
+$5.65M
4
LNKD
LinkedIn Corporation
LNKD
+$2.44M
5
YUME
YuMe, Inc.
YUME
+$1.97M

Sector Composition

1 Technology 44.6%
2 Communication Services 23.95%
3 Consumer Discretionary 22.97%
4 Healthcare 3.09%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.53%
40,000
-3,001
27
$1.54M 0.48%
26,672
28
$1.31M 0.41%
29,200
+4,200
29
$1.22M 0.38%
24,175
30
$1.12M 0.35%
16,000
31
$1.05M 0.33%
39,880
+6,280
32
$1.02M 0.32%
16,940
33
$977K 0.31%
17,980
+6,710
34
$793K 0.25%
23,300
35
$768K 0.24%
22,800
-4,250
36
$585K 0.18%
6,911
37
$581K 0.18%
22,525
38
$482K 0.15%
5,000
39
$467K 0.15%
133,052
-561,590
40
$389K 0.12%
+8,500
41
$350K 0.11%
7,000
-1,800
42
$282K 0.09%
8,560
-1,440
43
$241K 0.08%
3,850
-1,350
44
$216K 0.07%
6,074
45
– –
-11,000
46
– –
-500
47
– –
-389,352
48
– –
-122,000
49
– –
-40,000
50
– –
-160,412
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