GCM

Glynn Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 45.56%
This Quarter Est. Return
1 Year Est. Return
+45.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$6.04M
3
+$3.71M
4
CRM icon
Salesforce
CRM
+$2.08M
5
NOW icon
ServiceNow
NOW
+$2M

Top Sells

1
+$15.7M
2
+$12.2M
3
+$10.3M
4
CLDR
Cloudera, Inc.
CLDR
+$10M
5
NFLX icon
Netflix
NFLX
+$5.47M

Sector Composition

1 Technology 59.18%
2 Communication Services 18.81%
3 Consumer Discretionary 11.26%
4 Healthcare 5.76%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.3M 12.79%
1,178,034
-55,485
2
$52.2M 11.26%
614,460
-2,260
3
$43.2M 9.31%
222,269
+44,710
4
$40.7M 8.78%
298,666
+15,284
5
$32.9M 7.09%
525,688
+96,687
6
$27.4M 5.91%
158,880
+11,612
7
$25M 5.4%
206,609
-797
8
$24.8M 5.35%
724,554
-3,054
9
$23.7M 5.12%
60,633
-13,972
10
$20.7M 4.46%
269,112
-1,116
11
$20M 4.32%
327,452
-66,312
12
$19.8M 4.27%
199,635
-828
13
$19.1M 4.11%
337,940
-1,300
14
$13.3M 2.87%
115,410
-478
15
$4.67M 1.01%
202,022
-101,218
16
$3.71M 0.8%
+70,000
17
$3.15M 0.68%
16,897
18
$2.65M 0.57%
20,000
19
$2.48M 0.54%
50,000
20
$1.96M 0.42%
16,128
21
$1.67M 0.36%
24,135
22
$1.55M 0.34%
33,600
23
$1.52M 0.33%
25,000
24
$1.5M 0.32%
16,940
25
$1.44M 0.31%
21,550
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