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
$176M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.31M

Top Sells

1
+$1.84M

Sector Composition

1 Consumer Discretionary 33%
2 Communication Services 24.18%
3 Healthcare 17.44%
4 Real Estate 10.53%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 14.56%
288,300
2
$23.4M 13.28%
248,250
3
$12.3M 6.98%
323,000
4
$12.3M 6.95%
67,200
5
$9.69M 5.49%
49,150
6
$9.44M 5.35%
27,200
-5,300
7
$8.88M 5.04%
19,600
8
$8.72M 4.95%
5,000
9
$8.13M 4.61%
234,000
10
$7.88M 4.47%
134,000
11
$7.61M 4.31%
54,750
12
$7.5M 4.25%
45,000
13
$7.33M 4.16%
34,881
14
$7.26M 4.12%
125,000
+40,000
15
$6.25M 3.54%
40,000
16
$5.23M 2.97%
299,000
+75,000
17
$4.45M 2.52%
130,000
18
$4.27M 2.42%
141,500
19
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