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
$182M
AUM Growth
+$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.6M
3
+$760K

Top Sells

1
+$1.28M
2
+$862K
3
+$10K

Sector Composition

1 Healthcare 31.81%
2 Consumer Discretionary 13.35%
3 Real Estate 12.02%
4 Communication Services 10.97%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 16.45%
259,250
2
$17.3M 9.51%
68,300
3
$15.6M 8.56%
100,000
4
$14.9M 8.15%
180,000
5
$12.3M 6.76%
55,484
6
$10.3M 5.66%
88,256
7
$9.51M 5.22%
864,811
8
$8.9M 4.88%
52,000
9
$8.18M 4.48%
7,100
10
$7.56M 4.14%
339,645
+34,145
11
$7.46M 4.09%
258,000
12
$7.34M 4.03%
128,600
13
$6.45M 3.54%
172,000
-23,000
14
$5.37M 2.94%
20,800
15
$4.58M 2.51%
49,150
16
$4.37M 2.39%
128,000
+57,500
17
$4.25M 2.33%
196,000
18
$3.65M 2%
135,300
-371
19
$2.69M 1.47%
40,000
20
$1.6M 0.88%
+23,500
21
– –
-25,000