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
$12.3B
AUM Growth
-$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$108M
3
+$80.4M
4
WBT
Welbilt, Inc.
WBT
+$48.5M
5
IT icon
Gartner
IT
+$43.6M

Top Sells

1
+$143M
2
+$139M
3
+$115M
4
MTD icon
Mettler-Toledo International
MTD
+$107M
5
AME icon
Ametek
AME
+$106M

Sector Composition

1 Healthcare 21.75%
2 Technology 21.73%
3 Consumer Discretionary 21.62%
4 Industrials 12.48%
5 Financials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$200M 1.59%
3,085,272
-226,860
27
$174M 1.38%
5,359,040
-1,480,616
28
$157M 1.25%
10,135,702
-610,275
29
$156M 1.25%
3,238,197
-400,887
30
$153M 1.22%
1,767,421
-193,517
31
$150M 1.19%
2,066,516
-1,466,701
32
$149M 1.18%
541,127
-43,918
33
$134M 1.07%
1,631,076
+118,840
34
$128M 1.02%
869,436
-92,931
35
$122M 0.97%
1,013,719
-35,362
36
$120M 0.96%
3,753,875
+276,121
37
$119M 0.95%
5,749,371
-629,235
38
$111M 0.89%
179,540
-172,682
39
$106M 0.84%
1,442,199
-266,191
40
$90.5M 0.72%
2,227,786
-275,374
41
$88.5M 0.7%
3,441,404
-1,511,956
42
$78.1M 0.62%
534,659
-52,336
43
$75.8M 0.6%
1,498,144
+72,678
44
$72.2M 0.57%
4,879,340
-8,604
45
$66M 0.52%
809,940
-1,758,821
46
$65.4M 0.52%
379,570
+40,471
47
$55.3M 0.44%
353,596
+56,436
48
$54.1M 0.43%
1,574,513
+1,151,957
49
$53.5M 0.43%
898,085
+191,924
50
$49.8M 0.4%
691,380
-45,012
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