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
$307M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$4.09M
3
+$3.82M
4
CRM icon
Salesforce
CRM
+$3.82M
5
ZEN
ZENDESK INC
ZEN
+$3.44M

Top Sells

1
+$5.93M
2
+$3.19M
3
+$2.4M
4
MELI icon
Mercado Libre
MELI
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.48M

Sector Composition

1 Technology 46.56%
2 Communication Services 22.45%
3 Consumer Discretionary 22.28%
4 Healthcare 3.2%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 10.08%
2,262,355
-460
2
$30.8M 10.02%
3,539,261
-12,090
3
$24M 7.79%
209,930
-51,990
4
$23.7M 7.69%
307,789
-41,490
5
$23.5M 7.65%
792,400
-49,740
6
$20.4M 6.65%
276,808
+51,697
7
$14M 4.55%
118,585
-15,875
8
$13.7M 4.46%
280,094
+78,160
9
$13M 4.24%
190,192
-1,405
10
$11.6M 3.77%
101,267
+810
11
$10.8M 3.51%
176,256
+66,875
12
$10.6M 3.46%
1,039,970
+687,570
13
$8.71M 2.83%
228,280
14
$8.54M 2.78%
314,238
+103,020
15
$8.17M 2.66%
344,455
-1,955
16
$4.8M 1.56%
191,515
-560
17
$3.72M 1.21%
473,917
-306,238
18
$3.44M 1.12%
+164,520
19
$3.19M 1.04%
466,412
20
$3.14M 1.02%
122,805
21
$2.83M 0.92%
76,120
+22,060
22
$2.61M 0.85%
+48,601
23
$2.58M 0.84%
18,217
-5,640
24
$2.05M 0.67%
+81,683
25
$1.89M 0.61%
17,428
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