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
$127M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.35M
3
+$826K
4
EQIX icon
Equinix
EQIX
+$643K

Top Sells

1
+$4.82M
2
+$1.68M
3
+$1.67M

Sector Composition

1 Financials 23.52%
2 Healthcare 21.89%
3 Real Estate 12.47%
4 Consumer Discretionary 12.44%
5 Communication Services 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 15.09%
248,250
2
$15.6M 12.29%
852,811
3
$11.3M 8.92%
211,333
4
$10.1M 7.97%
91,739
+7,500
5
$7.36M 5.81%
40,100
+3,500
6
$7.18M 5.66%
7,100
-1,650
7
$6.29M 4.96%
100,000
8
$5.93M 4.67%
271,614
9
$5.54M 4.37%
73,000
10
$4.81M 3.79%
192,522
11
$4.59M 3.62%
96,000
12
$4.49M 3.54%
140,609
13
$4.2M 3.31%
188,712
14
$3.64M 2.87%
49,150
-65,000
15
$3.36M 2.65%
50,000
-25,000
16
$3.1M 2.44%
+23,000
17
$3.06M 2.42%
196,000
18
$2.98M 2.35%
116,800
19
$2.35M 1.85%
+22,500
20
$1.81M 1.43%
6,700