Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
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
+$260M
2
+$240M
3
+$196M
4
ANSS
Ansys
ANSS
+$160M
5
H icon
Hyatt Hotels
H
+$145M

Top Sells

1
+$136M
2
+$135M
3
+$115M
4
BLKB icon
Blackbaud
BLKB
+$99.4M
5
HSIC icon
Henry Schein
HSIC
+$84.4M

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 1.44%
5,541,605
+4,030,389
27
$191M 1.44%
4,235,649
-459,107
28
$189M 1.43%
5,594,330
+3,760,540
29
$183M 1.38%
1,641,259
-696,208
30
$183M 1.38%
4,914,269
+3,444,717
31
$171M 1.29%
5,193,151
+1,547,443
32
$165M 1.24%
1,802,446
+77,470
33
$154M 1.16%
5,169,048
-7,446
34
$144M 1.09%
5,698,230
-1,514,748
35
$142M 1.07%
12,806,419
-998,156
36
$130M 0.98%
3,085,908
+1,483,704
37
$128M 0.96%
1,270,171
-124,313
38
$110M 0.83%
1,415,906
-342,999
39
$110M 0.83%
8,025,488
+2,934,560
40
$104M 0.79%
1,179,985
+872,827
41
$100M 0.76%
483,962
+154,746
42
$99M 0.75%
+2,693,404
43
$98.9M 0.75%
1,460,499
-295,344
44
$86.4M 0.65%
3,068,016
-1,032,954
45
$72.2M 0.55%
382,740
-23,505
46
$72.1M 0.54%
1,144,297
-50,203
47
$57M 0.43%
955,045
+533,085
48
$54.1M 0.41%
1,041,663
+87,426
49
$46.1M 0.35%
+649,711
50
$41.2M 0.31%
+728,006
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