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
$424M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$13.2M
3 +$10.9M
4
NU icon
Nu Holdings
NU
+$2.21M
5
TSM icon
TSMC
TSM
+$1.97M

Top Sells

1 +$19.4M
2 +$13.9M
3 +$13.1M
4
NOW icon
ServiceNow
NOW
+$11.4M
5
GTLB icon
GitLab
GTLB
+$10.4M

Sector Composition

1 Technology 68.91%
2 Healthcare 11.67%
3 Financials 7.15%
4 Industrials 3.18%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-226,252
52
-29,380