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
$287M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M

Top Sells

1
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 14.42%
288,300
2
$40.4M 12.84%
181,220
3
$23.8M 7.55%
234,000
4
$23.1M 7.33%
323,000
5
$19.8M 6.28%
67,200
6
$15.4M 4.9%
24,700
7
$13.2M 4.19%
130,000
8
$11.8M 3.74%
45,000
9
$11.5M 3.65%
79,500
10
$11M 3.49%
141,500
11
$9.57M 3.04%
117,000
+34,000
12
$9.47M 3.01%
12,457
13
$9.46M 3.01%
39,150
-10,000
14
$9.38M 2.98%
128,000
15
$8.55M 2.72%
5,000
16
$8M 2.54%
40,000
17
$7.48M 2.38%
124,125
18
$3.72M 1.18%
34,881
19
$3.17M 1.01%
6,350
20
$1.76M 0.56%
25,000
21
$1.13M 0.36%
500,000
22
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