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
$445M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$5.54M
3
+$2.32M
4
MDB icon
MongoDB
MDB
+$2.21M
5
TOST icon
Toast
TOST
+$2.16M

Top Sells

1
+$16.3M
2
+$10.1M
3
+$8.87M
4
BASE
Couchbase
BASE
+$8.37M
5
NET icon
Cloudflare
NET
+$7.27M

Sector Composition

1 Technology 57.09%
2 Healthcare 17.31%
3 Financials 8.08%
4 Industrials 6.08%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-29,839
52
– –
-75
53
– –
-56
54
– –
-20,965
55
– –
-13,992
1 2
3