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
$118M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.68M
3
+$2.73M
4
PSTG icon
Pure Storage
PSTG
+$2.36M
5
CRM icon
Salesforce
CRM
+$2.11M

Top Sells

1
+$3.07M
2
+$902K

Sector Composition

1 Consumer Discretionary 47.94%
2 Communication Services 30.87%
3 Technology 13.89%
4 Financials 7.29%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 28.45%
280,000
2
$13.6M 10.64%
114,000
3
$9.26M 7.21%
32,250
4
$9.13M 7.11%
185,500
+55,500
5
$8.6M 6.7%
36,200
-3,800
6
$8.2M 6.39%
316,220
+243,000
7
$7.89M 6.15%
457,000
+329,000
8
$5.7M 4.45%
27,000
+10,000
9
$5.67M 4.42%
49,750
+18,000
10
$4.38M 3.42%
9,950
11
$3.96M 3.08%
115,881
12
$2.36M 1.84%
+64,000
13
$1.73M 1.35%
157,100
+46,000
14
$508K 0.4%
+8,500
15
$423K 0.33%
+10,000
16
– –
-15,000
17
– –
0