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
$11.2B
AUM Growth
-$628M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.4M
3
+$53.7M
4
SSNC icon
SS&C Technologies
SSNC
+$43.7M
5
BEN icon
Franklin Resources
BEN
+$42.3M

Top Sells

1
+$97.3M
2
+$94.1M
3
+$91.4M
4
EXPD icon
Expeditors International
EXPD
+$80.8M
5
IDXX icon
Idexx Laboratories
IDXX
+$78.7M

Sector Composition

1 Healthcare 30.3%
2 Consumer Discretionary 19.56%
3 Industrials 18.97%
4 Technology 10.99%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$153M 1.34%
1,508,641
-57,696
27
$153M 1.34%
2,013,425
+100,998
28
$141M 1.24%
2,001,384
-301,614
29
$139M 1.22%
2,383,044
+23,067
30
$137M 1.21%
5,270,186
+1,491,552
31
$134M 1.18%
5,519,839
-1,668,078
32
$118M 1.04%
840,554
+1,676
33
$115M 1.01%
1,552,632
+3,068
34
$112M 0.99%
4,936,468
-336,443
35
$111M 0.98%
3,338,235
+1,266,957
36
$111M 0.97%
2,116,528
-582
37
$107M 0.94%
9,634,332
-638,708
38
$105M 0.93%
728,229
-6,837
39
$101M 0.89%
2,275,660
-511,044
40
$96.5M 0.85%
8,174,490
-109,893
41
$89.3M 0.78%
983,788
+45,638
42
$87.8M 0.77%
3,209,333
+63,896
43
$85.5M 0.75%
2,449,372
-2,697,194
44
$83.1M 0.73%
1,044,593
-368,730
45
$77.7M 0.68%
797,869
+82,674
46
$71.8M 0.63%
2,133,710
+368,885
47
$68.7M 0.6%
1,101,522
-285,363
48
$65.5M 0.58%
801,126
-414,918
49
$64.5M 0.57%
949,721
-9,886
50
$64.2M 0.56%
263,325
-57,004
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