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
$187M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.31M
3
+$1.79M
4
META icon
Meta Platforms (Facebook)
META
+$905K

Top Sells

1
+$4.46M
2
+$2.98M
3
+$1.76M
4
CHTR icon
Charter Communications
CHTR
+$978K

Sector Composition

1 Consumer Discretionary 29.67%
2 Communication Services 25.38%
3 Healthcare 17.11%
4 Real Estate 11.6%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.9M 14.71%
288,300
2
$24.2M 12.31%
270,000
3
$15.2M 7.73%
54,750
-10,750
4
$14.5M 7.41%
33,600
-10,300
5
$12.2M 6.23%
37,500
-3,000
6
$10.4M 5.28%
234,000
7
$9.92M 5.05%
5,000
8
$9.18M 4.68%
323,000
-62,000
9
$8.09M 4.12%
134,000
10
$8.01M 4.08%
48,600
+20,100
11
$7.84M 3.99%
34,145
12
$7.4M 3.77%
45,000
+5,500
13
$7.14M 3.64%
49,150
14
$6.37M 3.24%
244,000
15
$6M 3.06%
40,000
16
$5.75M 2.93%
130,000
17
$3.65M 1.86%
147,000
+72,000
18
$2.31M 1.17%
+39,000
19
– –
0