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
$246M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M

Top Sells

1
+$2.15M

Sector Composition

1 Consumer Discretionary 45.79%
2 Communication Services 33.38%
3 Consumer Staples 8.31%
4 Technology 5.66%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.1M 20.41%
166,220
2
$46M 18.73%
280,000
3
$20.4M 8.31%
300,000
4
$17.1M 6.97%
128,000
5
$16.7M 6.82%
190,000
6
$15.3M 6.22%
45,000
7
$13.9M 5.66%
245,500
+43,000
8
$11.5M 4.69%
130,000
9
$11.5M 4.69%
15,823
10
$10.2M 4.16%
141,500
11
$8.91M 3.63%
40,000
12
$6.41M 2.61%
24,150
13
$5.93M 2.41%
70,600
14
$5.21M 2.12%
35,200
-14,500
15
$3.88M 1.58%
6,350
16
$1.53M 0.62%
26,199
17
$871K 0.35%
10,000