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

Top Buys

1
+$266M
2
+$190M
3
+$151M
4
TV icon
Televisa
TV
+$147M
5
GDDY icon
GoDaddy
GDDY
+$146M

Top Sells

1
+$685M
2
+$678M
3
+$210M
4
ATHM icon
Autohome
ATHM
+$140M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$106M

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 1.61%
1,960,938
-123,319
27
$200M 1.57%
4,593,887
+3,398,165
28
$200M 1.57%
2,609,257
+1,072,335
29
$198M 1.56%
3,312,132
+1,307,906
30
$195M 1.53%
2,568,761
+210,328
31
$167M 1.31%
3,639,084
-11,658
32
$158M 1.24%
10,745,977
-3,924,423
33
$150M 1.17%
585,045
-72,708
34
$131M 1.03%
6,378,606
-2,925,641
35
$120M 0.95%
1,049,081
+426,261
36
$119M 0.94%
4,953,360
-2,704,508
37
$118M 0.93%
962,367
+88,769
38
$116M 0.91%
3,477,754
+1,096,795
39
$115M 0.9%
1,512,236
+187,420
40
$110M 0.86%
610,160
+151,394
41
$106M 0.83%
+1,708,390
42
$103M 0.81%
3,126,385
+801,521
43
$98.2M 0.77%
2,503,160
-634,071
44
$84.1M 0.66%
638,496
-40,272
45
$83.7M 0.66%
586,995
+2,063
46
$69.5M 0.55%
1,425,466
-87,479
47
$58.6M 0.46%
339,099
+295
48
$55M 0.43%
4,887,944
+3,820,792
49
$47.7M 0.38%
920,609
+179,127
50
$47M 0.37%
736,392
-360,413
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