GLCM

Greenlea Lane Capital Management Portfolio holdings

AUM $355M
1-Year Est. Return 40.58%
This Quarter Est. Return
1 Year Est. Return
+40.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$2.22M
3
+$515K

Top Sells

1
+$14.6M
2
+$12.7M
3
+$9.54M
4
MNDY icon
monday.com
MNDY
+$5.03M
5
MSFT icon
Microsoft
MSFT
+$179K

Sector Composition

1 Financials 49.48%
2 Consumer Discretionary 22.84%
3 Technology 21.7%
4 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.7M 22.84%
485,375
-62,790
2
$64.8M 20.07%
1,615,220
+55,211
3
$38.5M 11.93%
+71
4
$33.5M 10.38%
89,165
-475
5
$31.4M 9.73%
22,135
-10,290
6
$20.4M 6.31%
261,490
-1,390
7
$19.3M 5.98%
138,140
-91,270
8
$16.2M 5.01%
86,165
-26,775
9
$15.9M 4.92%
1,017,470
+33,002
10
$9.15M 2.83%
299,870
-1,600