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

Top Buys

1 +$20.4M
2 +$6.75M
3 +$4.38M
4
TOST icon
Toast
TOST
+$3.59M
5
GROV icon
Grove Collaborative
GROV
+$56K

Top Sells

1 +$17.2M
2 +$13.7M
3 +$5.27M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$3.54M

Sector Composition

1 Technology 73.55%
2 Industrials 6.58%
3 Healthcare 6.51%
4 Financials 5.87%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-205,170