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
$245M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$11.3K

Top Sells

1
+$2.63M

Sector Composition

1 Consumer Discretionary 59.72%
2 Communication Services 27.04%
3 Technology 10.04%
4 Financials 3.19%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.6M 25.99%
365,220
2
$47.1M 19.27%
253,000
3
$25.6M 10.47%
44,750
4
$19.9M 8.12%
320,800
5
$18.7M 7.64%
78,776
+10,000
6
$14.1M 5.78%
85,275
7
$9.29M 3.8%
457,000
8
$7.81M 3.19%
28,400
9
$7.39M 3.02%
27,000
10
$6.55M 2.68%
9,230
11
$6.19M 2.53%
51,000
12
$5.45M 2.23%
33,225
-16,000
13
$4.64M 1.89%
115,881
14
$3.2M 1.31%
157,100
15
$2.78M 1.14%
68,267
16
$2.32M 0.95%
5,400
17
$11.3K ﹤0.01%
+61