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
$158M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$596K
2
+$493K

Sector Composition

1 Consumer Discretionary 39.94%
2 Communication Services 36.69%
3 Consumer Staples 10.31%
4 Financials 5.6%
5 Real Estate 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.6M 28.82%
280,000
2
$17.8M 11.24%
128,000
3
$16.3M 10.31%
450,000
4
$13M 8.22%
264,000
-10,000
5
$10.9M 6.89%
91,420
-5,000
6
$10M 6.32%
45,000
7
$8.87M 5.6%
40,000
8
$8.63M 5.45%
15,823
9
$6.71M 4.23%
115,881
10
$6.27M 3.96%
130,000
11
$6.07M 3.83%
24,150
12
$5.75M 3.63%
146,500
13
$2.38M 1.5%
6,350