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
$573M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.72M
3
+$5.57M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$5.28M

Top Sells

1
+$18.2M
2
+$11.9M
3
+$5.53M
4
WORK
Slack Technologies, Inc.
WORK
+$723K

Sector Composition

1 Technology 65.8%
2 Communication Services 12.41%
3 Healthcare 6.89%
4 Consumer Discretionary 6.79%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.38%
25,000
27
$2.1M 0.37%
24,175
28
$1.94M 0.34%
12,280
29
$1.86M 0.32%
16,940
30
$1.77M 0.31%
13,490
31
$1.69M 0.29%
13,140
32
$1.47M 0.26%
22,040
33
$1.47M 0.26%
22,000
34
$1.45M 0.25%
36,014
35
$1.43M 0.25%
26,672
36
$1.42M 0.25%
24,135
37
$1.31M 0.23%
5,000
38
$1.27M 0.22%
51,993
39
$1.14M 0.2%
47,556
-231,054
40
$1.03M 0.18%
19,165
41
$850K 0.15%
25,915
42
$849K 0.15%
10,140
43
$706K 0.12%
4,784
1
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