SM
Selkirk Management Portfolio holdings
AUM
$338M
This Quarter Return
+27.74%
1 Year Return
+71.11%
3 Year Return
+342.93%
5 Year Return
+266.74%
10 Year Return
+897.05%
AUM
$287M
AUM Growth
+$287M
(+23%)
Cap. Flow
+$365K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
75.02%
Holding
22
New
–
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
GDS Holdings
GDS
|
$2.78M |
Top Sells
| 1 |
American Tower
AMT
|
$2.42M |
Sector Composition
| 1 | Consumer Discretionary | 43.59% |
| 2 | Communication Services | 27.35% |
| 3 | Consumer Staples | 8.04% |
| 4 | Real Estate | 6.6% |
| 5 | Industrials | 4.01% |
