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
$163M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$427K

Top Sells

1
+$807K

Sector Composition

1 Healthcare 26.48%
2 Consumer Discretionary 19.02%
3 Real Estate 16.14%
4 Communication Services 13.06%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 15.93%
248,250
2
$20.7M 12.72%
57,500
3
$15M 9.2%
180,000
4
$14.6M 8.99%
84,239
5
$13.5M 8.29%
50,000
6
$10.2M 6.25%
6,920
7
$9.26M 5.69%
221,200
8
$8.28M 5.08%
852,811
9
$7.94M 4.88%
29,140
10
$6.72M 4.13%
85,000
11
$6.39M 3.92%
245,000
+35,000
12
$5.57M 3.42%
49,150
13
$5.39M 3.31%
134,000
14
$5.15M 3.16%
351,000
-55,000
15
$3.31M 2.03%
40,000
16
$2.5M 1.54%
102,000
17
$2.38M 1.46%
69,200
+12,400
18
– –
0
19
– –
0