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
$317M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.33M
3
+$4.3M
4
CRM icon
Salesforce
CRM
+$3.1M
5
AMZN icon
Amazon
AMZN
+$1.93M

Top Sells

1
+$20M
2
+$13.8M
3
+$9.37M
4
MELI icon
Mercado Libre
MELI
+$6.9M
5
XTLY
Xactly Corporation
XTLY
+$4.25M

Sector Composition

1 Technology 48.03%
2 Consumer Discretionary 25.4%
3 Communication Services 17.64%
4 Healthcare 3.88%
5 Financials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.4%
16,000
27
$1.06M 0.33%
25,000
28
$1.02M 0.32%
16,940
29
$950K 0.3%
33,600
30
$898K 0.28%
20,000
31
$849K 0.27%
19,165
32
$720K 0.23%
25,915
33
$652K 0.21%
13,015
34
$632K 0.2%
7,880
35
$629K 0.2%
7,130
36
$550K 0.17%
5,000
37
$327K 0.1%
37,000
38
– –
-7,000
39
– –
-22,800
40
– –
-40,000
41
– –
-190,192
42
– –
-332,109
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