GCM

Glynn Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 45.56%
This Quarter Est. Return
1 Year Est. Return
+45.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$5.06M
3
+$3.64M
4
NFLX icon
Netflix
NFLX
+$2.41M

Top Sells

1
+$14M
2
+$13M
3
+$12.6M
4
PANW icon
Palo Alto Networks
PANW
+$7.97M
5
OKTA icon
Okta
OKTA
+$7.43M

Sector Composition

1 Technology 69.32%
2 Communication Services 12.38%
3 Consumer Discretionary 7.72%
4 Healthcare 7.21%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.35%
24,175
27
$1.75M 0.32%
13,490
28
$1.65M 0.3%
16,940
29
$1.6M 0.3%
33,600
30
$1.51M 0.28%
24,135
31
$1.45M 0.27%
12,280
32
$1.38M 0.26%
26,672
33
$1.31M 0.24%
5,000
34
$1.29M 0.24%
22,000
35
$1.29M 0.24%
22,040
36
$1.08M 0.2%
24,803
37
$1.03M 0.19%
35,313
38
$926K 0.17%
19,165
39
$840K 0.16%
25,915
40
– –
-25,200
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