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
$167M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.05M
3
+$430K
4
EQIX icon
Equinix
EQIX
+$307K

Top Sells

1
+$2.62M
2
+$1.72M

Sector Composition

1 Healthcare 31.2%
2 Financials 14.31%
3 Communication Services 12.94%
4 Consumer Discretionary 11.14%
5 Technology 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29M 17.32%
259,250
2
$14.9M 8.88%
100,000
3
$12.8M 7.64%
180,000
4
$12.1M 7.24%
128,700
5
$11.1M 6.61%
864,811
6
$9.65M 5.76%
8,460
7
$9.4M 5.61%
41,453
+1,353
8
$8.66M 5.17%
52,000
+6,300
9
$8.55M 5.11%
216,409
10
$7.94M 4.74%
55,484
11
$6.41M 3.82%
128,600
12
$5.97M 3.56%
305,500
+22,000
13
$5.16M 3.08%
188,712
14
$4.86M 2.9%
49,150
15
$4.78M 2.86%
181,096
16
$3.18M 1.9%
16,570
17
$3.07M 1.83%
+87,000
18
$3.04M 1.82%
196,000
19
$2.62M 1.57%
40,000
-40,000
20
$2.58M 1.54%
45,000
21
$1.72M 1.03%
20,000
-20,000