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
$294M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.8M
3
+$5.97M
4
PANW icon
Palo Alto Networks
PANW
+$5.62M
5
AMZN icon
Amazon
AMZN
+$4.02M

Top Sells

1
+$30.6M
2
+$5.31M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$677K
5
MELI icon
Mercado Libre
MELI
+$340K

Sector Composition

1 Technology 47.96%
2 Communication Services 23.45%
3 Consumer Discretionary 16.19%
4 Healthcare 4.58%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.37%
20,000
27
$1.06M 0.36%
19,165
28
$992K 0.34%
13,490
+5,610
29
$973K 0.33%
33,600
30
$960K 0.33%
25,000
31
$847K 0.29%
25,915
32
$836K 0.28%
16,940
33
$733K 0.25%
7,130
34
$708K 0.24%
13,015
35
$573K 0.2%
5,000
36
$293K 0.1%
37,000
37
– –
-2,141,911
38
– –
-172,910
1
2