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
$140M
AUM Growth
-$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.5M
3
+$1.27M
4
AXDX
Accelerate Diagnostics
AXDX
+$84.6K

Top Sells

1
+$4.94M
2
+$2.15M
3
+$1.42M
4
CELG
Celgene Corp
CELG
+$1.39M

Sector Composition

1 Consumer Discretionary 32.29%
2 Communication Services 26.66%
3 Healthcare 14.23%
4 Real Estate 10.49%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 14.65%
288,300
2
$15.9M 10.77%
248,250
-21,750
3
$9.26M 6.27%
32,500
-5,000
4
$9.21M 6.23%
67,200
+18,600
5
$9.18M 6.21%
323,000
6
$8.61M 5.83%
5,000
7
$8.41M 5.69%
54,750
8
$7.78M 5.26%
49,150
9
$7.39M 5%
234,000
10
$7M 4.74%
134,000
11
$6.91M 4.68%
19,600
-14,000
12
$5.9M 3.99%
45,000
13
$5.28M 3.57%
40,000
14
$4.09M 2.77%
130,000
15
$4.01M 2.71%
34,881
+736
16
$3.7M 2.5%
224,000
+77,000
17
$2.96M 2%
141,500
-102,500
18
$2.78M 1.88%
85,000
+46,000
19
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0