SM

Selkirk Management Portfolio holdings

AUM $338M
1-Year Est. Return 71.11%
This Quarter Est. Return
1 Year Est. Return
+71.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$11.4M
3 +$11.3M
4
AMT icon
American Tower
AMT
+$8.35M
5
BKNG icon
Booking.com
BKNG
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.25%
2 Real Estate 17.58%
3 Healthcare 17.4%
4 Consumer Discretionary 13.61%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.5M 12.86%
+248,250
2
$11.4M 10.06%
+852,811
3
$11.3M 10.01%
+211,333
4
$8.35M 7.4%
+114,150
5
$7.23M 6.41%
+8,750
6
$6.85M 6.07%
+84,239
7
$6.76M 5.99%
+36,600
8
$5.96M 5.28%
+271,614
9
$5.41M 4.79%
+73,000
10
$5.13M 4.54%
+100,000
11
$4.93M 4.37%
+188,712
12
$4.74M 4.19%
+192,522
13
$4.47M 3.96%
+140,609
14
$4.39M 3.89%
+96,000
15
$4.31M 3.82%
+75,000
16
$2.76M 2.44%
+116,800
17
$2.72M 2.41%
+196,000
18
$1.72M 1.52%
+6,700