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
$12.5B
AUM Growth
-$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$255M
3
+$209M
4
ANSS
Ansys
ANSS
+$174M
5
J icon
Jacobs Solutions
J
+$169M

Top Sells

1
+$145M
2
+$136M
3
+$114M
4
TFX icon
Teleflex
TFX
+$113M
5
HSIC icon
Henry Schein
HSIC
+$90.2M

Sector Composition

1 Technology 26.31%
2 Healthcare 17.85%
3 Industrials 14.61%
4 Consumer Discretionary 12.08%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$191M 1.53%
5,541,605
+4,030,389
27
$191M 1.53%
4,235,649
-459,107
28
$189M 1.51%
5,594,330
+3,760,540
29
$183M 1.46%
1,641,259
-696,208
30
$183M 1.46%
4,914,269
+3,444,717
31
$171M 1.37%
5,193,151
+1,547,443
32
$165M 1.32%
1,802,446
+77,470
33
$154M 1.23%
5,169,048
-7,446
34
$144M 1.15%
5,698,230
-1,514,748
35
$142M 1.14%
12,806,419
-998,156
36
$130M 1.04%
3,085,908
+1,483,704
37
$128M 1.02%
1,270,171
-124,313
38
$110M 0.88%
1,415,906
-342,999
39
$110M 0.88%
8,025,488
+2,934,560
40
$104M 0.84%
1,179,985
+872,827
41
$100M 0.8%
483,962
+154,746
42
$99M 0.79%
+2,693,404
43
$98.9M 0.79%
1,460,499
-295,344
44
$86.4M 0.69%
3,068,016
-1,032,954
45
$72.2M 0.58%
382,740
-23,505
46
$72.1M 0.58%
1,144,297
-50,203
47
$57M 0.46%
955,045
+533,085
48
$54.1M 0.43%
1,041,663
+87,426
49
$46.1M 0.37%
+649,711
50
$41.2M 0.33%
+966,064
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