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
$286M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.2M
3
+$6.41M
4
CRM icon
Salesforce
CRM
+$1.87M
5
LNKD
LinkedIn Corporation
LNKD
+$1.79M

Top Sells

1
+$29.7M
2
+$10M
3
+$9.6M
4
INFA
INFORMATICA CORP
INFA
+$6.61M
5
BIDU icon
Baidu
BIDU
+$5.33M

Sector Composition

1 Technology 42.21%
2 Communication Services 26.3%
3 Consumer Discretionary 11.7%
4 Financials 6.04%
5 Real Estate 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 8.53%
446,845
-544,218
2
$21.1M 7.38%
1,059,300
-20,420
3
$17.2M 6%
615,298
+17,265
4
$14.6M 5.12%
+323,375
5
$14.2M 4.98%
+223,770
6
$14.2M 4.97%
171,050
+11,970
7
$13.2M 4.61%
60,800
+8,250
8
$12.6M 4.41%
181,749
-20,415
9
$12.2M 4.25%
112,795
+7,440
10
$11.4M 3.98%
236,347
+13,210
11
$11.2M 3.93%
410,713
+43,539
12
$11M 3.84%
1,148,574
-408,390
13
$10.9M 3.81%
222,275
+4,750
14
$10.7M 3.72%
190,226
-4,940
15
$10.1M 3.52%
56,710
-990
16
$10M 3.5%
181,678
+33,950
17
$9.82M 3.43%
95,294
+1,000
18
$9.33M 3.26%
125,600
-45,200
19
$6.41M 2.24%
+329,641
20
$5.95M 2.08%
33,466
-29,955
21
$5.24M 1.83%
702,642
22
$3.28M 1.15%
27,650
23
$2.81M 0.98%
15,690
24
$2.16M 0.75%
136,125
25
$1.96M 0.68%
43,001
1
2 3