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
$84.8M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.11M
3
+$1.65M

Top Sells

1
+$6.32M
2
+$2.3M

Sector Composition

1 Consumer Discretionary 42.89%
2 Communication Services 32.75%
3 Financials 10.63%
4 Technology 10.12%
5 Real Estate 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.9M 34.1%
280,000
2
$11.8M 13.94%
114,000
3
$9.02M 10.63%
40,000
4
$6.84M 8.06%
32,250
5
$5.68M 6.7%
130,000
6
$5.09M 6%
115,881
7
$3.44M 4.05%
9,950
8
$3.4M 4%
+17,000
9
$3.11M 3.67%
+31,750
10
$3.07M 3.61%
15,000
11
$2.07M 2.44%
111,100
12
$1.65M 1.95%
+128,000
13
$717K 0.85%
73,220
14
– –
-250,000
15
– –
-6,781