Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$114M
3
+$96.5M
4
TV icon
Televisa
TV
+$85.7M
5
TECH icon
Bio-Techne
TECH
+$84.5M

Top Sells

1
+$254M
2
+$190M
3
+$186M
4
PBF icon
PBF Energy
PBF
+$121M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$112M

Sector Composition

1 Healthcare 23.93%
2 Consumer Discretionary 23.72%
3 Industrials 18.35%
4 Technology 11.16%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$126M 1.21%
2,022,943
-240,886
27
$123M 1.17%
2,183,142
-1,275,569
28
$119M 1.14%
4,904,094
+223,664
29
$117M 1.12%
10,533,146
-146,140
30
$107M 1.02%
3,086,000
-3,230,039
31
$102M 0.98%
3,841,163
-1,558,239
32
$101M 0.97%
1,888,885
-19,260
33
$97.7M 0.93%
1,966,255
+73,679
34
$96.5M 0.92%
+2,437,150
35
$94.2M 0.9%
1,096,477
+220,509
36
$91M 0.87%
8,916,840
-1,459,744
37
$85.7M 0.82%
+3,150,802
38
$83.8M 0.8%
6,495,246
-5,591,976
39
$81.7M 0.78%
2,439,424
+1,248,605
40
$79.9M 0.76%
2,734,000
+424,049
41
$79.7M 0.76%
861,634
-29,966
42
$71.9M 0.69%
1,365,821
-3,614,602
43
$69.6M 0.67%
1,963,408
+441,570
44
$63.8M 0.61%
785,057
+140,184
45
$62.5M 0.6%
1,034,566
+114,997
46
$62.2M 0.6%
2,794,888
-152,632
47
$61.8M 0.59%
632,530
+524,273
48
$60.9M 0.58%
1,011,904
+429,066
49
$60.3M 0.58%
+500,241
50
$56.3M 0.54%
651,136
+47,238
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