GCM

Glynn Capital Management Portfolio holdings

AUM $291M
1-Year Est. Return 23.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$11.1M
3 +$8.05M
4
LNKD
LinkedIn Corporation
LNKD
+$1.88M
5
CRM icon
Salesforce
CRM
+$1.82M

Top Sells

1 +$27.3M
2 +$10M
3 +$9.6M
4
INFA
INFORMATICA CORP
INFA
+$6.61M
5
BIDU icon
Baidu
BIDU
+$4.84M

Sector Composition

1 Technology 42.21%
2 Communication Services 26.3%
3 Consumer Discretionary 11.7%
4 Financials 6.04%
5 Real Estate 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-169,654
52
-199,530