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
$150M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.14M
3
+$3.12M
4
VIPS icon
Vipshop
VIPS
+$1.69M
5
BKNG icon
Booking.com
BKNG
+$1.64M

Top Sells

1
+$7.84K

Sector Composition

1 Healthcare 25.93%
2 Financials 18.32%
3 Communication Services 13.5%
4 Technology 11.55%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 14.84%
259,250
2
$13.2M 8.79%
211,333
3
$13.2M 8.79%
100,000
4
$12.2M 8.11%
864,811
5
$10.7M 7.12%
128,700
6
$10.2M 6.79%
8,460
+1,360
7
$8.43M 5.62%
40,100
8
$8.17M 5.45%
216,409
+13,000
9
$7.85M 5.23%
271,343
-271
10
$7.24M 4.83%
45,700
11
$5.95M 3.97%
47,200
+24,700
12
$5.17M 3.45%
188,712
13
$4.96M 3.3%
+128,600
14
$4.42M 2.95%
49,150
15
$4.21M 2.81%
80,000
16
$4.14M 2.76%
+45,000
17
$3.18M 2.12%
196,000
18
$2.94M 1.96%
40,000
19
$1.69M 1.13%
+90,000
20
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0