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
$469M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$9.91M
3 +$4.69M
4
TOST icon
Toast
TOST
+$3.72M
5
GROV icon
Grove Collaborative
GROV
+$122K

Top Sells

1 +$17.2M
2 +$13.7M
3 +$5.85M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$4.22M

Sector Composition

1 Technology 73.55%
2 Industrials 6.58%
3 Healthcare 6.51%
4 Financials 5.87%
5 Consumer Discretionary 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-205,170