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
$82.9M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$848K
3
+$244K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 46.97%
2 Communication Services 31.86%
3 Financials 8.57%
4 Consumer Staples 6.35%
5 Real Estate 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 37.62%
280,000
2
$10.9M 12.96%
114,000
3
$7.11M 8.45%
40,000
4
$6.28M 7.47%
46,300
+19,300
5
$5.83M 6.93%
115,881
6
$5.27M 6.26%
250,000
7
$3.72M 4.43%
130,000
8
$3.22M 3.83%
15,000
9
$2.34M 2.79%
9,950
+3,600
10
$2.06M 2.45%
6,781
11
$1.96M 2.33%
111,000
12
$1.49M 1.77%
73,220
+12,000
13
$1.12M 1.33%
39,000
14
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0