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
$20.3B
AUM Growth
+$3.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$243M
3
+$237M
4
FIS icon
Fidelity National Information Services
FIS
+$204M
5
TENB icon
Tenable Holdings
TENB
+$172M

Top Sells

1
+$251M
2
+$180M
3
+$149M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$126M
5
TFX icon
Teleflex
TFX
+$90.5M

Sector Composition

1 Technology 36.34%
2 Consumer Discretionary 14.51%
3 Healthcare 12.42%
4 Industrials 10.26%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$287M 1.41%
7,939,616
-1,760,677
27
$275M 1.35%
5,095,954
+1,201,888
28
$271M 1.33%
3,247,377
-309,126
29
$241M 1.19%
1,369,224
+104,588
30
$217M 1.06%
647,291
+471,980
31
$199M 0.98%
2,346,720
-1,754,120
32
$198M 0.98%
606,475
-151,594
33
$193M 0.95%
2,990,437
+1,305,211
34
$184M 0.9%
1,245,954
+207,717
35
$178M 0.88%
5,469,892
+1,796,237
36
$172M 0.85%
4,562,481
+4,552,566
37
$160M 0.79%
363,155
-37,575
38
$158M 0.78%
3,500,754
-144,746
39
$151M 0.74%
8,077,920
+1,001,964
40
$126M 0.62%
1,390,388
-820,778
41
$121M 0.6%
1,049,390
+541,139
42
$121M 0.6%
2,175,495
+334,630
43
$110M 0.54%
563,340
+121,350
44
$109M 0.54%
1,486,800
-134,860
45
$107M 0.53%
544,712
-913,421
46
$102M 0.5%
473,477
-1,167,129
47
$99.6M 0.49%
521,985
-56,026
48
$98.4M 0.48%
426,122
+342,579
49
$97.6M 0.48%
1,475,431
+239,165
50
$97.3M 0.48%
8,052,936
-1,316,304
1
2
3 4 5