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
$27.4B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$279M
2
+$228M
3
+$194M
4
MORN icon
Morningstar
MORN
+$188M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$178M

Top Sells

1
+$191M
2
+$177M
3
+$149M
4
ANSS
Ansys
ANSS
+$133M
5
RVTY icon
Revvity
RVTY
+$128M

Sector Composition

1 Technology 39.02%
2 Consumer Discretionary 14.97%
3 Financials 13.57%
4 Industrials 10.59%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$389M 1.41%
1,334,625
-428,491
27
$364M 1.32%
4,067,082
-848,922
28
$359M 1.3%
3,472,669
+785,195
29
$319M 1.16%
3,771,942
-1,384,091
30
$301M 1.09%
871,981
-15,236
31
$291M 1.06%
1,264,143
+428,541
32
$255M 0.93%
558,355
+11,329
33
$246M 0.89%
5,305,728
-791,605
34
$243M 0.88%
1,251,604
+13,120
35
$231M 0.84%
1,266,503
+637,220
36
$231M 0.84%
557,589
+468,422
37
$227M 0.83%
1,138,417
+489,024
38
$217M 0.79%
1,141,468
+26,974
39
$207M 0.75%
6,023,543
-114,349
40
$207M 0.75%
2,635,660
+571,417
41
$206M 0.75%
3,873,484
+488,761
42
$189M 0.69%
2,428,249
+170,200
43
$176M 0.64%
617,670
-9,614
44
$173M 0.63%
9,479,368
+1,503,740
45
$164M 0.6%
4,602,349
+3,993,858
46
$163M 0.59%
1,226,722
+418,621
47
$161M 0.59%
1,428,686
-1,323,357
48
$160M 0.58%
6,707,795
+1,865,839
49
$155M 0.56%
+1,021,650
50
$144M 0.52%
+5,721,186
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