SM

Selkirk Management Portfolio holdings

AUM $365M
1-Year Est. Return 63.37%
This Quarter Est. Return
1 Year Est. Return
+63.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.55M
3
+$108K

Top Sells

1
+$4.01M
2
+$7.26K

Sector Composition

1 Consumer Discretionary 60.8%
2 Communication Services 27.65%
3 Technology 7.73%
4 Financials 3.82%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.4M 29.31%
365,220
2
$48.1M 18.47%
253,000
3
$25.8M 9.9%
44,750
4
$24.5M 9.39%
365,800
5
$19M 7.29%
85,776
+7,000
6
$13.2M 5.06%
85,275
7
$9.95M 3.82%
28,400
8
$8.61M 3.3%
92,300
9
$8.03M 3.08%
570,000
+113,000
10
$7.27M 2.79%
287,000
11
$7.25M 2.78%
27,000
12
$5.64M 2.16%
52,000
+1,000
13
$4.15M 1.59%
100,881
14
$2.72M 1.05%
68,267
15
– –
-33,225
16
– –
-61