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
$11.8B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$138M
3
+$89.9M
4
SIG icon
Signet Jewelers
SIG
+$75M
5
SSNC icon
SS&C Technologies
SSNC
+$67.7M

Top Sells

1
+$126M
2
+$125M
3
+$88.7M
4
ALLE icon
Allegion
ALLE
+$69.2M
5
ST icon
Sensata Technologies
ST
+$58.1M

Sector Composition

1 Healthcare 28.21%
2 Consumer Discretionary 21.29%
3 Industrials 15.57%
4 Technology 11.69%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$146M 1.2%
2,288,059
-1,081,401
27
$145M 1.19%
2,781,292
+699,430
28
$142M 1.16%
870,605
+388,091
29
$142M 1.16%
3,585,213
+191,237
30
$142M 1.16%
1,400,401
+656,023
31
$141M 1.15%
865,528
+160,301
32
$138M 1.13%
1,541,856
-243,705
33
$131M 1.07%
2,475,339
-2,356,712
34
$129M 1.06%
2,409,638
+1,016,299
35
$125M 1.03%
1,443,672
-6,892
36
$124M 1.02%
1,907,783
-449,542
37
$111M 0.91%
5,977,260
-1,763,820
38
$111M 0.91%
824,440
+90,115
39
$106M 0.87%
3,511,929
-781,893
40
$105M 0.86%
3,336,992
+74,656
41
$101M 0.83%
8,594,227
+443,563
42
$101M 0.82%
1,373,474
-82,058
43
$97.2M 0.8%
2,134,309
-54,501
44
$95.5M 0.78%
4,571,839
-4,247,028
45
$94.4M 0.77%
1,074,984
+211,597
46
$92.1M 0.75%
1,973,378
+1,927,110
47
$88.3M 0.72%
2,357,809
+306,655
48
$73.6M 0.6%
6,263,844
-1,059,516
49
$71.3M 0.58%
1,196,041
+999,959
50
$71.1M 0.58%
1,094,630
+176,463
1
2
3 4 5