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
$177M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$1.43M
3
+$1.24M

Top Sells

1
+$6.92M

Sector Composition

1 Consumer Discretionary 34.85%
2 Communication Services 28.55%
3 Real Estate 12.95%
4 Consumer Staples 6.52%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.1M 15.86%
288,300
2
$13.1M 7.37%
67,200
3
$12.2M 6.91%
19,600
4
$11.6M 6.52%
323,000
5
$10.8M 6.08%
24,700
6
$10.7M 6.04%
49,150
7
$9.66M 5.45%
472,895
+69,895
8
$8.43M 4.76%
234,000
9
$8.13M 4.59%
147,595
+22,595
10
$7.51M 4.24%
45,000
11
$7.44M 4.2%
128,000
12
$6.92M 3.9%
124,125
-124,125
13
$6.73M 3.8%
5,000
14
$6.66M 3.76%
+35,000
15
$6.48M 3.65%
79,500
16
$6.45M 3.64%
40,000
17
$5.73M 3.23%
141,500
18
$4.42M 2.49%
130,000
19
$2.91M 1.64%
34,881
20
$2.38M 1.35%
6,350
21
$943K 0.53%
248,250