SM

Selkirk Management Portfolio holdings

AUM $378M
1-Year Est. Return 50.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.95M
3
+$1.08M
4
META icon
Meta Platforms (Facebook)
META
+$988K
5
CELG
Celgene Corp
CELG
+$960K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 25.73%
2 Communication Services 24.28%
3 Healthcare 18.09%
4 Real Estate 14.26%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 13.47%
270,000
+10,000
2
$20.9M 11.67%
288,300
3
$18.4M 10.26%
43,900
4
$13.3M 7.43%
65,500
5
$12.6M 7.04%
234,000
+88,000
6
$11.7M 6.53%
37,500
+2,700
7
$10.9M 6.09%
269,000
8
$10.4M 5.82%
5,000
9
$8.26M 4.62%
36,155
10
$7.95M 4.45%
385,000
+57,000
11
$7.14M 3.99%
49,150
12
$7.02M 3.93%
130,000
13
$6.95M 3.89%
134,000
14
$5.54M 3.1%
150,000
15
$5.19M 2.9%
32,500
+5,500
16
$4.79M 2.68%
40,000
17
$3.85M 2.15%
+21,000
18
– –
0