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
$180M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.72M
3
+$2.07M
4
AXDX
Accelerate Diagnostics
AXDX
+$952K

Top Sells

1
+$5.16M
2
+$3.97M
3
+$1.72M
4
BKNG icon
Booking.com
BKNG
+$1.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.26M

Sector Composition

1 Healthcare 30.11%
2 Consumer Discretionary 12.75%
3 Communication Services 12.45%
4 Real Estate 11.4%
5 Financials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.9M 16.59%
259,250
2
$15.9M 8.83%
68,300
+26,847
3
$15.1M 8.38%
100,000
4
$14.8M 8.22%
180,000
5
$11M 6.12%
55,484
6
$10.1M 5.63%
864,811
7
$10M 5.57%
52,000
8
$8.99M 4.99%
305,500
9
$8.66M 4.81%
88,256
-40,444
10
$8.63M 4.79%
258,000
+171,000
11
$8.3M 4.61%
128,600
12
$8.27M 4.59%
7,100
-1,360
13
$7.74M 4.3%
195,000
-21,409
14
$4.68M 2.6%
20,800
+4,230
15
$4.63M 2.57%
49,150
16
$3.75M 2.08%
135,671
-45,425
17
$3.65M 2.02%
196,000
18
$2.62M 1.45%
40,000
19
$2.07M 1.15%
+70,500
20
$1.28M 0.71%
25,000
-20,000
21
– –
-20,000
22
– –
-188,712