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
$310M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.2M
3
+$10.5M
4
WDAY icon
Workday
WDAY
+$9.92M
5
LNKD
LinkedIn Corporation
LNKD
+$9.5M

Top Sells

1
+$10.5M
2
+$8.06M
3
+$4.22M
4
BIDU icon
Baidu
BIDU
+$1.11M
5
PANW icon
Palo Alto Networks
PANW
+$461K

Sector Composition

1 Technology 41.38%
2 Communication Services 31.34%
3 Consumer Discretionary 11.72%
4 Financials 4.36%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 8.35%
287,900
+110,350
2
$24.4M 7.86%
1,499,880
+345,200
3
$22.6M 7.29%
131,725
+55,425
4
$22M 7.09%
326,485
+67,015
5
$21.5M 6.93%
698,775
+340,400
6
$18.1M 5.85%
626,916
+11,618
7
$17M 5.49%
+222,018
8
$16.3M 5.25%
616,906
+19,600
9
$13.2M 4.27%
+239,300
10
$12M 3.86%
291,770
11
$11.9M 3.84%
192,226
+26,000
12
$11.8M 3.8%
123,270
+5,000
13
$11.6M 3.73%
827,574
-33,000
14
$10.9M 3.52%
268,518
+46,243
15
$10.6M 3.41%
121,694
+41,400
16
$10.6M 3.41%
181,678
-2,000
17
$8.68M 2.8%
191,674
-4,700
18
$5.14M 1.66%
27,541
-5,925
19
$4.15M 1.34%
702,642
20
$3.5M 1.13%
27,650
21
$2.16M 0.7%
122,000
22
$2.02M 0.65%
43,001
23
$1.89M 0.61%
16,000
24
$1.82M 0.59%
17,428
25
$1.68M 0.54%
9,665
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