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
$157M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.52M
3
+$1.34M
4
ZG icon
Zillow
ZG
+$1.32M

Top Sells

1
+$2.65M
2
+$2.37M
3
+$1.55M
4
EQIX icon
Equinix
EQIX
+$858K

Sector Composition

1 Healthcare 27.77%
2 Consumer Discretionary 18.23%
3 Real Estate 15.82%
4 Communication Services 15.26%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 18.26%
248,250
2
$19.7M 12.52%
55,100
-2,400
3
$13.2M 8.36%
161,000
-19,000
4
$11.9M 7.58%
84,239
5
$11.7M 7.47%
40,800
-9,200
6
$10.8M 6.87%
288,300
+67,100
7
$7.89M 5.01%
852,811
8
$7.77M 4.94%
5,300
-1,620
9
$7.39M 4.69%
35,600
+6,460
10
$6.23M 3.96%
245,000
11
$6.09M 3.87%
85,000
12
$5.31M 3.37%
134,000
13
$5.19M 3.3%
49,150
14
$3.87M 2.46%
351,000
15
$3.85M 2.44%
105,500
+36,300
16
$3.12M 1.98%
40,000
17
$3.11M 1.97%
+27,000
18
$1.48M 0.94%
102,000