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
$12.7B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$189M
3
+$155M
4
GDDY icon
GoDaddy
GDDY
+$148M
5
TV icon
Televisa
TV
+$141M

Top Sells

1
+$685M
2
+$678M
3
+$211M
4
ATHM icon
Autohome
ATHM
+$140M
5
BIDU icon
Baidu
BIDU
+$118M

Sector Composition

1 Consumer Discretionary 21.85%
2 Healthcare 21.84%
3 Technology 21.66%
4 Industrials 12.68%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$205M 1.55%
1,960,938
-123,319
27
$200M 1.52%
4,593,887
+3,398,165
28
$200M 1.52%
2,609,257
+1,072,335
29
$198M 1.5%
3,312,132
+1,307,906
30
$195M 1.48%
2,568,761
+210,328
31
$167M 1.27%
3,639,084
-11,658
32
$158M 1.2%
10,745,977
-3,924,423
33
$150M 1.13%
585,045
-72,708
34
$131M 0.99%
6,378,606
-2,925,641
35
$120M 0.91%
1,049,081
+426,261
36
$119M 0.91%
4,953,360
-2,704,508
37
$118M 0.9%
962,367
+88,769
38
$116M 0.88%
3,477,754
+1,096,795
39
$115M 0.87%
1,512,236
+187,420
40
$110M 0.83%
610,160
+151,394
41
$106M 0.8%
+1,708,390
42
$103M 0.78%
3,126,385
+801,521
43
$98.2M 0.75%
2,503,160
-634,071
44
$84.1M 0.64%
638,496
-40,272
45
$83.7M 0.63%
586,995
+2,063
46
$69.5M 0.53%
1,425,466
-87,479
47
$58.6M 0.44%
339,099
+295
48
$55M 0.42%
4,887,944
+3,820,792
49
$47.7M 0.36%
920,609
+179,127
50
$47M 0.36%
736,392
-360,413
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