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
$85.1M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$7.14M
2
+$4.24M
3
+$3.76M
4
META icon
Meta Platforms (Facebook)
META
+$2.9M
5
AMT icon
American Tower
AMT
+$2.34M

Sector Composition

1 Consumer Discretionary 45.31%
2 Communication Services 31.06%
3 Financials 9.25%
4 Consumer Staples 5.52%
5 Real Estate 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.7M 34.94%
280,000
2
$12.4M 14.6%
114,000
-14,000
3
$7.88M 9.25%
40,000
4
$7.44M 8.74%
115,881
5
$4.7M 5.52%
250,000
-200,000
6
$4.35M 5.12%
27,000
-18,000
7
$4.13M 4.86%
130,000
8
$3.83M 4.5%
15,000
-9,150
9
$3.71M 4.35%
111,000
-35,500
10
$3.18M 3.73%
6,781
-9,042
11
$1.38M 1.62%
61,220
-30,200
12
$1.24M 1.45%
39,000
-225,000
13
$1.11M 1.3%
6,350