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
$284M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.61M
3
+$3.75M
4
CRM icon
Salesforce
CRM
+$2.21M
5
NMBL
Nimble Storage, Inc.
NMBL
+$1.04M

Top Sells

1
+$15.6M
2
+$3.45M
3
+$2.77M
4
GWRE icon
Guidewire Software
GWRE
+$2.49M
5
SPLK
Splunk Inc
SPLK
+$1.45M

Sector Composition

1 Technology 44.01%
2 Communication Services 31.8%
3 Consumer Discretionary 11.82%
4 Financials 6.4%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 8.15%
1,489,280
+6,600
2
$22.6M 7.98%
277,259
+3,259
3
$21.9M 7.72%
280,595
-4,560
4
$21.7M 7.65%
789,182
+37,656
5
$20.8M 7.34%
90,545
-15,040
6
$19.6M 6.9%
357,402
+118,939
7
$14.3M 5.05%
543,047
-5,415
8
$13.3M 4.68%
370,265
+128,640
9
$12.4M 4.37%
339,050
+14,570
10
$11.3M 3.99%
190,883
+37,246
11
$11M 3.88%
100,686
-6,640
12
$10.9M 3.85%
185,285
-24,580
13
$10.6M 3.74%
518,580
-6,390
14
$10.1M 3.58%
79,493
-21,660
15
$9.39M 3.31%
138,446
-8,840
16
$9.27M 3.27%
183,009
-49,114
17
$6.57M 2.32%
114,241
+65,195
18
$4.15M 1.46%
27,650
19
$3.5M 1.23%
694,642
-8,000
20
$2.34M 0.82%
122,000
21
$1.96M 0.69%
43,001
22
$1.82M 0.64%
17,428
23
$1.81M 0.64%
50,000
24
$1.48M 0.52%
9,665
25
$1.42M 0.5%
26,672
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