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
$73.7M
AUM Growth
-$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$2.06K

Top Sells

1
+$1.69M
2
+$1.12M

Sector Composition

1 Consumer Discretionary 41.21%
2 Communication Services 31.52%
3 Financials 11.28%
4 Consumer Staples 8.57%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 31.91%
280,000
2
$10.1M 13.65%
114,000
3
$8.31M 11.28%
40,000
4
$6.5M 8.83%
115,881
5
$6.32M 8.57%
250,000
6
$4.06M 5.51%
130,000
7
$3.88M 5.27%
32,250
-14,050
8
$3.18M 4.31%
15,000
9
$2.93M 3.98%
9,950
10
$2.3M 3.12%
6,781
11
$2.29M 3.11%
111,100
+100
12
$347K 0.47%
73,220
13
– –
-39,000
14
– –
0