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
$303M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$4.2M
3
+$4M
4
EQIX icon
Equinix
EQIX
+$1.97M
5
QCOM icon
Qualcomm
QCOM
+$1.8M

Top Sells

1
+$19M
2
+$5.5M
3
+$3.8M
4
META icon
Meta Platforms (Facebook)
META
+$3.22M
5
BIDU icon
Baidu
BIDU
+$1.95M

Sector Composition

1 Technology 33.39%
2 Communication Services 28.3%
3 Consumer Discretionary 10.45%
4 Financials 5.38%
5 Real Estate 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,025
1 2
3