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
$11.6B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$140M
3
+$135M
4
AYI icon
Acuity Brands
AYI
+$109M
5
TV icon
Televisa
TV
+$91.2M

Top Sells

1
+$234M
2
+$81.6M
3
+$67.5M
4
MTD icon
Mettler-Toledo International
MTD
+$66.3M
5
PII icon
Polaris
PII
+$65.5M

Sector Composition

1 Healthcare 29.18%
2 Industrials 18.83%
3 Consumer Discretionary 18.65%
4 Technology 11.73%
5 Financials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$165M 1.42%
1,785,561
-175,734
27
$163M 1.41%
909,119
+104,831
28
$153M 1.32%
2,357,325
-25,719
29
$145M 1.25%
7,741,080
-3,416,670
30
$140M 1.21%
+3,721,065
31
$137M 1.18%
1,450,564
-58,077
32
$126M 1.09%
1,723,070
-278,314
33
$123M 1.06%
4,293,822
-1,226,017
34
$121M 1.04%
3,393,976
+55,741
35
$117M 1.01%
2,081,862
-34,666
36
$116M 1.01%
734,325
-106,229
37
$110M 0.95%
4,861,280
-75,188
38
$103M 0.89%
2,188,810
-86,850
39
$103M 0.89%
1,455,532
-97,100
40
$102M 0.88%
8,150,664
-23,826
41
$102M 0.88%
705,227
-23,002
42
$92.5M 0.8%
3,262,336
+53,003
43
$91.3M 0.79%
863,387
-181,206
44
$90.1M 0.78%
973,199
-10,589
45
$78.2M 0.68%
482,514
+327,405
46
$76.5M 0.66%
7,323,360
-2,310,972
47
$75.4M 0.65%
2,051,154
-82,556
48
$72.5M 0.63%
+1,393,339
49
$66.1M 0.57%
+2,060,859
50
$65.8M 0.57%
744,378
-53,491
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