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
$939M
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$29.3M
2 +$28.7M
3 +$17.4M
4
XYZ
Block Inc
XYZ
+$16.2M
5
SE icon
Sea Limited
SE
+$15.9M

Top Sells

1 +$43.8M
2 +$31.2M
3 +$26.8M
4
CRWD icon
CrowdStrike
CRWD
+$26.5M
5
SMAR
Smartsheet Inc.
SMAR
+$23.2M

Sector Composition

1 Technology 74.78%
2 Industrials 7.48%
3 Financials 5.35%
4 Consumer Discretionary 4.4%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-142,469