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
$170M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.67M
3
+$876K
4
EQIX icon
Equinix
EQIX
+$737K
5
JD icon
JD.com
JD
+$484K

Top Sells

1
+$3.34M
2
+$1.95M
3
+$1.16M
4
ZG icon
Zillow
ZG
+$130K

Sector Composition

1 Healthcare 31.88%
2 Consumer Discretionary 17.63%
3 Real Estate 15.03%
4 Communication Services 9.1%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 18.3%
259,250
2
$20.7M 12.23%
68,608
+2,438
3
$13.1M 7.73%
91,739
4
$13.1M 7.7%
180,000
5
$9.52M 5.61%
52,000
6
$8.82M 5.2%
6,920
7
$8.6M 5.07%
85,000
8
$7.74M 4.56%
240,000
+15,000
9
$7.66M 4.51%
852,811
10
$7.52M 4.43%
74,000
+24,216
11
$6.93M 4.08%
32,252
+7,750
12
$6.72M 3.96%
440,000
+57,355
13
$6.62M 3.9%
196,000
14
$4.76M 2.81%
49,150
15
$4.45M 2.62%
92,000
-24,000
16
$4.43M 2.61%
114,000
17
$3.34M 1.97%
99,750
18
$3.1M 1.83%
40,000
19
$1.48M 0.87%
56,800
-5,000
20
– –
-123,600
21
– –
-40,000