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
$14.1B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$178M
3
+$97.4M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$82.9M
5
MTN icon
Vail Resorts
MTN
+$77.1M

Top Sells

1
+$146M
2
+$140M
3
+$101M
4
WAT icon
Waters Corp
WAT
+$87.7M
5
BFAM icon
Bright Horizons
BFAM
+$79.1M

Sector Composition

1 Technology 27.78%
2 Healthcare 17.67%
3 Industrials 15%
4 Consumer Discretionary 11.61%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$246M 1.67%
3,573,330
+97,775
27
$241M 1.63%
5,157,900
-436,430
28
$223M 1.51%
3,508,127
-727,522
29
$202M 1.37%
2,660,685
-1,927,990
30
$192M 1.3%
4,754,383
-438,768
31
$181M 1.23%
11,078,564
-1,727,855
32
$170M 1.15%
4,849,204
-319,844
33
$159M 1.08%
1,356,478
-445,968
34
$151M 1.02%
550,889
-512,044
35
$138M 0.93%
2,721,920
-363,988
36
$129M 0.88%
1,018,694
-622,565
37
$128M 0.87%
9,900,724
+1,875,236
38
$121M 0.82%
1,276,478
-139,428
39
$119M 0.81%
3,793,532
+725,516
40
$99.3M 0.67%
1,150,517
+573,528
41
$91.7M 0.62%
3,258,680
-2,439,550
42
$86.6M 0.59%
1,030,547
-113,750
43
$82.9M 0.56%
+2,602,512
44
$78.6M 0.53%
742,433
-437,552
45
$77.1M 0.52%
+354,809
46
$76.2M 0.52%
1,491,809
+392,706
47
$65.8M 0.45%
+1,136,725
48
$64.2M 0.43%
931,480
-23,565
49
$63.9M 0.43%
769,754
-690,745
50
$63.7M 0.43%
268,653
-215,309
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