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
$447M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$3.58M
3
+$3.21M
4
DBX icon
Dropbox
DBX
+$781K
5
MSFT icon
Microsoft
MSFT
+$718K

Top Sells

1
+$44.2M
2
+$30.1M
3
+$28.7M
4
NFLX icon
Netflix
NFLX
+$11.1M
5
AMZN icon
Amazon
AMZN
+$7.51M

Sector Composition

1 Technology 57.46%
2 Communication Services 18.97%
3 Consumer Discretionary 12.28%
4 Healthcare 5.72%
5 Real Estate 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.32%
33,600
27
$1.4M 0.31%
21,550
28
$1.37M 0.31%
16,940
29
$1.26M 0.28%
24,175
30
$1.2M 0.27%
26,672
31
$1.14M 0.25%
22,040
-6,620
32
$1.04M 0.23%
13,490
33
$1M 0.22%
19,165
34
$939K 0.21%
20,000
35
$895K 0.2%
25,915
36
$867K 0.19%
5,000
37
$781K 0.17%
+25,000
38
$718K 0.16%
+7,862
39
– –
-11,688
1
2