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

Top Buys

1
+$76.7M
2
+$52.1M
3
+$49.4M
4
SSNC icon
SS&C Technologies
SSNC
+$46.6M
5
BEN icon
Franklin Resources
BEN
+$46M

Top Sells

1
+$98.5M
2
+$95.2M
3
+$94.8M
4
EXPD icon
Expeditors International
EXPD
+$80M
5
APH icon
Amphenol
APH
+$76.9M

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 1.37%
1,508,641
-57,696
27
$153M 1.36%
2,013,425
+100,998
28
$141M 1.26%
2,001,384
-301,614
29
$139M 1.24%
2,383,044
+23,067
30
$137M 1.22%
5,270,186
+1,491,552
31
$134M 1.2%
5,519,839
-1,668,078
32
$118M 1.05%
840,554
+1,676
33
$115M 1.03%
1,552,632
+3,068
34
$112M 1%
4,936,468
-336,443
35
$111M 0.99%
3,338,235
+1,266,957
36
$111M 0.99%
2,116,528
-582
37
$107M 0.95%
9,634,332
-638,708
38
$105M 0.94%
728,229
-6,837
39
$101M 0.9%
2,275,660
-511,044
40
$96.5M 0.86%
8,174,490
-109,893
41
$89.3M 0.8%
983,788
+45,638
42
$87.8M 0.78%
3,209,333
+63,896
43
$85.5M 0.76%
2,449,372
-2,697,194
44
$83.1M 0.74%
1,044,593
-368,730
45
$77.7M 0.69%
797,869
+82,674
46
$71.8M 0.64%
2,133,710
+368,885
47
$68.7M 0.61%
1,101,522
-285,363
48
$65.5M 0.58%
801,126
-414,918
49
$64.5M 0.58%
949,721
-9,886
50
$64.2M 0.57%
263,325
-57,004
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