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
$168M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.46M

Top Sells

1
+$10.6M
2
+$9.93M
3
+$2.72M
4
EQIX icon
Equinix
EQIX
+$2.62M

Sector Composition

1 Healthcare 25.74%
2 Consumer Discretionary 21.83%
3 Communication Services 17.2%
4 Real Estate 15.11%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.2M 18.27%
248,250
2
$18.8M 10.68%
43,900
-6,100
3
$14M 7.91%
288,300
4
$11.8M 6.66%
150,000
5
$11.7M 6.64%
34,800
6
$10.9M 6.2%
40,000
7
$9.61M 5.45%
245,000
8
$9.35M 5.3%
5,000
9
$8.96M 5.08%
852,811
10
$6.85M 3.88%
78,550
+38,550
11
$6.5M 3.69%
49,150
12
$6.35M 3.6%
130,000
13
$6.23M 3.53%
134,000
14
$4.08M 2.31%
27,000
15
$3.75M 2.13%
40,000
16
$3.7M 2.1%
351,000
17
$2.46M 1.39%
+200,000
18
$490K 0.28%
10,000
19
– –
-75,000
20
– –
-70,000
21
– –
-40,000
22
– –
0