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
$213M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.19M

Top Sells

1
+$2.59M
2
+$2.32M
3
+$1.5M
4
V icon
Visa
V
+$1.05M
5
NFLX icon
Netflix
NFLX
+$486K

Sector Composition

1 Consumer Discretionary 57.18%
2 Communication Services 27.55%
3 Technology 11.77%
4 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.9M 22.92%
253,000
-12,000
2
$47M 22.04%
365,220
3
$22.6M 10.58%
44,750
4
$15.5M 7.28%
85,275
-14,225
5
$14.4M 6.77%
320,800
+87,300
6
$12.5M 5.88%
68,776
7
$8.34M 3.91%
457,000
8
$7.98M 3.74%
49,225
-9,225
9
$7.45M 3.49%
28,400
-4,000
10
$6.94M 3.25%
27,000
11
$6.3M 2.95%
51,000
12
$6.23M 2.92%
9,230
-720
13
$2.99M 1.4%
115,881
14
$2.41M 1.13%
5,400
15
$2.19M 1.03%
+68,267
16
$1.46M 0.68%
157,100