GCM
Glynn Capital Management Portfolio holdings
AUM
$445M
This Quarter Return
+32.73%
1 Year Return
+45.56%
3 Year Return
+170.62%
5 Year Return
+124.78%
10 Year Return
+999.31%
AUM
$303M
AUM Growth
+$303M
(+22%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-4.93%
Top 10 Holdings %
Top 10 Hldgs %
54.98%
Holding
54
New
2
Increased
9
Reduced
10
Closed
3
Top Buys
| 1 |
YUME
YuMe, Inc.
YUME
|
$7.45M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.2M |
| 3 |
VMEM
VIOLIN MEMORY, INC.
VMEM
|
$4M |
| 4 |
Equinix
EQIX
|
$1.97M |
| 5 |
Qualcomm
QCOM
|
$1.8M |
Top Sells
| 1 |
XOOM
XOOM CORP COM
XOOM
|
$19M |
| 2 |
CTXS
Citrix Systems Inc
CTXS
|
$5.5M |
| 3 |
PFPT
Proofpoint, Inc.
PFPT
|
$3.8M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.22M |
| 5 |
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% |