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
$279M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.09M

Top Sells

1
+$2.32M
2
+$520K

Sector Composition

1 Consumer Discretionary 59.72%
2 Communication Services 27.46%
3 Technology 9.59%
4 Financials 3.22%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.3M 26.67%
365,220
2
$55.5M 19.93%
253,000
3
$26.2M 9.41%
44,750
4
$25.9M 9.31%
365,800
+45,000
5
$20.4M 7.31%
78,776
6
$16.1M 5.8%
85,275
7
$9.87M 3.54%
457,000
8
$9.03M 3.24%
27,000
9
$8.98M 3.22%
28,400
10
$8.23M 2.95%
9,230
11
$6.85M 2.46%
51,000
12
$6.82M 2.45%
287,000
+129,900
13
$4.01M 1.44%
33,225
14
$3.5M 1.26%
100,881
-15,000
15
$2.83M 1.02%
68,267
16
$7.26K ﹤0.01%
61
17
– –
-5,400