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
$164M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$994K
3
+$979K

Top Sells

1
+$10M
2
+$2.5M
3
+$2.06M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$1.87M

Sector Composition

1 Consumer Discretionary 22.38%
2 Healthcare 22.33%
3 Communication Services 21.22%
4 Real Estate 16.41%
5 Energy 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 14.49%
260,000
+11,750
2
$19.9M 10.62%
43,900
3
$16.9M 9%
288,300
4
$11.7M 6.24%
34,800
5
$11.1M 5.95%
269,000
+24,000
6
$9.63M 5.14%
150,000
7
$9.47M 5.06%
36,155
-7,845
8
$9.41M 5.02%
65,500
-13,050
9
$8.69M 4.64%
5,000
10
$7.06M 3.77%
134,000
11
$7.01M 3.74%
49,150
12
$5.97M 3.19%
146,000
13
$5.35M 2.86%
328,000
+60,000
14
$5.3M 2.83%
130,000
15
$4.76M 2.54%
27,000
16
$4.56M 2.44%
40,000
17
– –
-284,200
18
– –
-852,811