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
$254M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.17M
3
+$2.87M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
NMBL
Nimble Storage, Inc.
NMBL
+$1.33M

Top Sells

1
+$11.3M
2
+$9.21M
3
+$5.11M
4
PANW icon
Palo Alto Networks
PANW
+$3.29M
5
NOW icon
ServiceNow
NOW
+$1.44M

Sector Composition

1 Technology 40.44%
2 Communication Services 25.89%
3 Consumer Discretionary 12.06%
4 Financials 5.81%
5 Real Estate 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4M 7.64%
1,154,680
+95,380
2
$17.1M 6.72%
615,298
3
$16.2M 6.38%
177,550
+6,500
4
$15.6M 6.15%
259,470
-187,375
5
$14.1M 5.55%
76,300
+15,500
6
$13.6M 5.36%
291,770
+68,000
7
$13.6M 5.34%
358,375
+35,000
8
$11.7M 4.59%
597,306
+186,593
9
$11.2M 4.42%
118,270
+5,475
10
$10.9M 4.29%
222,275
11
$10.5M 4.12%
183,678
+2,000
12
$10.5M 4.12%
56,710
13
$9.97M 3.92%
196,374
+14,625
14
$9.96M 3.92%
166,226
-24,000
15
$9.84M 3.87%
860,574
-288,000
16
$8.06M 3.17%
144,695
-91,652
17
$7.61M 2.99%
80,294
-15,000
18
$5.14M 2.02%
702,642
19
$5.1M 2%
33,466
20
$4.22M 1.66%
315,153
-14,488
21
$3.46M 1.36%
27,650
22
$2.09M 0.82%
43,001
23
$1.95M 0.77%
122,000
-14,125
24
$1.78M 0.7%
9,665
-6,025
25
$1.71M 0.67%
17,428
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