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

Top Buys

1 +$13.5M
2 +$11.7M
3 +$11M
4
TSM icon
TSMC
TSM
+$2.01M
5
NU icon
Nu Holdings
NU
+$1.72M

Top Sells

1 +$20.9M
2 +$14.4M
3 +$13.7M
4
NOW icon
ServiceNow
NOW
+$11.9M
5
GTLB icon
GitLab
GTLB
+$10M

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