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
$179M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$1.01M
3
+$898K

Top Sells

1
+$587K

Sector Composition

1 Healthcare 25.68%
2 Communication Services 19.44%
3 Consumer Discretionary 19.43%
4 Real Estate 14.66%
5 Financials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.2M 19.77%
248,250
2
$19.6M 10.7%
43,900
3
$13.9M 7.57%
288,300
4
$12.6M 6.91%
34,800
5
$10.8M 5.91%
150,000
6
$10M 5.47%
852,811
7
$9.88M 5.4%
44,000
+4,000
8
$9.36M 5.11%
245,000
9
$9.15M 5%
5,000
10
$8.27M 4.52%
78,550
11
$6.72M 3.67%
49,150
12
$6.52M 3.56%
134,000
13
$5.87M 3.21%
146,000
+136,000
14
$5.22M 2.85%
130,000
15
$4.61M 2.52%
27,000
16
$4.21M 2.3%
40,000
17
$3.98M 2.17%
268,000
+68,000
18
$2.5M 1.36%
284,200
-66,800
19
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