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
$804M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$26M
3
+$8.63M
4
CRM icon
Salesforce
CRM
+$5.11M
5
XYZ
Block Inc
XYZ
+$2.25M

Top Sells

1
+$29.6M
2
+$18.1M
3
+$9.95M
4
TWLO icon
Twilio
TWLO
+$2.59M
5
TEAM icon
Atlassian
TEAM
+$2.57M

Sector Composition

1 Technology 71.99%
2 Healthcare 6.83%
3 Consumer Discretionary 6.13%
4 Industrials 5.76%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.31%
12,280
27
$2.45M 0.31%
25,000
28
$2.31M 0.29%
38,700
29
$2.29M 0.28%
25,000
30
$2.27M 0.28%
16,128
31
$2.21M 0.28%
13,490
32
$1.88M 0.23%
16,940
33
$1.78M 0.22%
24,175
34
$1.64M 0.2%
26,672
35
$1.58M 0.2%
13,140
36
$1.56M 0.19%
22,000
37
$1.56M 0.19%
22,040
38
$1.48M 0.18%
5,000
39
$789K 0.1%
24,135
40
$675K 0.08%
51,993
41
$662K 0.08%
36,014
42
$624K 0.08%
4,784
43
$514K 0.06%
10,140
44
$491K 0.06%
19,165
45
– –
-47,556
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