Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$259M
3
+$236M
4
SHW icon
Sherwin-Williams
SHW
+$235M
5
WSM icon
Williams-Sonoma
WSM
+$231M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 23.49%
2 Industrials 18.97%
3 Financials 13.06%
4 Healthcare 8.69%
5 Technology 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$102M 1.66%
+1,668,699
27
$101M 1.65%
+2,776,853
28
$96.9M 1.58%
+7,651,071
29
$94.6M 1.54%
+4,639,030
30
$93.6M 1.52%
+2,211,781
31
$90.1M 1.47%
+2,407,283
32
$89.3M 1.46%
+3,676,517
33
$81.4M 1.33%
+3,144,784
34
$80.8M 1.32%
+3,312,490
35
$78M 1.27%
+4,724,609
36
$73.2M 1.19%
+1,133,700
37
$71.2M 1.16%
+1,099,638
38
$56.9M 0.93%
+2,754,041
39
$50.7M 0.83%
+3,138,008
40
$48.6M 0.79%
+1,142,261
41
$46.9M 0.76%
+5,001,561
42
$46.3M 0.75%
+1,424,322
43
$42M 0.68%
+521,758
44
$32.2M 0.52%
+1,638,157
45
$31M 0.5%
+1,089,516
46
$29.9M 0.49%
+2,221,444
47
$27.7M 0.45%
+327,091
48
$24.5M 0.4%
+1,340,827
49
$22.9M 0.37%
+537,929
50
$22.1M 0.36%
+182,942
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