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
$13.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$163M
3
+$155M
4
BIDU icon
Baidu
BIDU
+$145M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$110M

Top Sells

1
+$176M
2
+$113M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$95.3M
5
LULU icon
lululemon athletica
LULU
+$71.1M

Sector Composition

1 Healthcare 26.79%
2 Consumer Discretionary 18.84%
3 Technology 15.15%
4 Industrials 13.8%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$181M 1.35%
2,324,583
+29,189
27
$176M 1.31%
10,637,678
-2,355,980
28
$170M 1.26%
1,084,792
+260,352
29
$163M 1.22%
748,064
-96,344
30
$156M 1.17%
938,850
+73,322
31
$150M 1.12%
912,524
+41,919
32
$150M 1.12%
1,585,222
+141,550
33
$146M 1.09%
1,910,519
+1,260,762
34
$145M 1.08%
+840,774
35
$145M 1.08%
936,242
-1,141,061
36
$138M 1.03%
2,587,669
+178,031
37
$137M 1.02%
9,916,025
-3,817,995
38
$134M 1%
1,292,376
-249,480
39
$129M 0.96%
4,052,674
+1,253,145
40
$125M 0.93%
2,369,656
+235,347
41
$125M 0.93%
3,499,590
+162,598
42
$124M 0.92%
2,189,578
-285,761
43
$120M 0.89%
1,112,936
+37,952
44
$107M 0.8%
4,122,814
-449,025
45
$105M 0.78%
+1,947,220
46
$104M 0.77%
1,345,218
-28,256
47
$97.9M 0.73%
2,441,653
+83,844
48
$97.1M 0.72%
3,033,755
-478,174
49
$93.5M 0.7%
874,531
+432,898
50
$85.1M 0.63%
1,365,073
-542,710
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