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
$186M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.39M
3
+$1.36M
4
CHTR icon
Charter Communications
CHTR
+$880K

Top Sells

1
+$5.54M
2
+$974K
3
+$448K

Sector Composition

1 Communication Services 27.71%
2 Consumer Discretionary 26.63%
3 Healthcare 15.65%
4 Real Estate 13.99%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 12.62%
288,300
2
$21.4M 11.04%
270,000
3
$18.9M 9.72%
43,900
4
$13.8M 7.12%
234,000
5
$13.7M 7.08%
65,500
6
$11.9M 6.12%
40,500
+3,000
7
$10.7M 5.51%
385,000
8
$10.1M 5.22%
5,000
9
$9.5M 4.89%
244,000
-25,000
10
$7.77M 4%
130,000
11
$7.68M 3.95%
39,500
+7,000
12
$7.61M 3.92%
34,145
-2,010
13
$7.57M 3.9%
134,000
14
$7.09M 3.65%
49,150
15
$5.3M 2.73%
40,000
16
$5.29M 2.72%
28,500
+7,500
17
$2.72M 1.4%
+75,000
18
– –
0
19
– –
-150,000