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
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$988K
2
+$410K
3
+$325K

Sector Composition

1 Consumer Discretionary 32.37%
2 Communication Services 25.22%
3 Healthcare 16.64%
4 Real Estate 10.73%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.3M 14.69%
288,300
2
$22.9M 12.35%
248,250
3
$12.5M 6.71%
323,000
4
$11.4M 6.13%
67,200
5
$10.9M 5.84%
234,000
6
$10M 5.41%
49,150
7
$9.88M 5.32%
19,600
8
$9.76M 5.25%
24,700
-2,500
9
$9.37M 5.04%
5,000
10
$8.69M 4.67%
45,000
11
$8.54M 4.6%
54,750
12
$7.98M 4.29%
34,881
13
$7.82M 4.21%
125,000
14
$6.94M 3.74%
40,000
15
$6.93M 3.73%
128,000
-6,000
16
$5.95M 3.2%
130,000
17
$4.69M 2.53%
275,000
-24,000
18
$4.29M 2.31%
141,500