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
$286M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$14.2M
3 +$6.41M
4
CRM icon
Salesforce
CRM
+$1.87M
5
LNKD
LinkedIn Corporation
LNKD
+$1.79M

Top Sells

1 +$29.7M
2 +$10M
3 +$9.6M
4
INFA
INFORMATICA CORP
INFA
+$6.61M
5
BIDU icon
Baidu
BIDU
+$5.33M

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