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
$331M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.94M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$1.69M
5
META icon
Meta Platforms (Facebook)
META
+$60.4K

Top Sells

1
+$4.75M
2
+$4.04M
3
+$818K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$385K
5
AMZN icon
Amazon
AMZN
+$318K

Sector Composition

1 Technology 47.7%
2 Communication Services 21.94%
3 Consumer Discretionary 17.46%
4 Healthcare 4.79%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.37%
33,600
27
$1.14M 0.34%
13,490
28
$1.11M 0.34%
25,000
29
$1.07M 0.32%
19,165
30
$984K 0.3%
20,000
31
$954K 0.29%
16,940
32
$797K 0.24%
25,915
33
$730K 0.22%
7,130
34
$686K 0.21%
13,015
35
$580K 0.18%
5,000
36
– –
-37,000
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