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
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$169M
3
+$126M
4
PNR icon
Pentair
PNR
+$120M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$208M
2
+$183M
3
+$170M
4
ANSS
Ansys
ANSS
+$151M
5
POOL icon
Pool Corp
POOL
+$146M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283M 1.17%
1,288,917
+222,934
27
$282M 1.16%
4,939,811
-1,325,302
28
$280M 1.16%
1,776,796
+206,726
29
$271M 1.12%
2,348,201
+1,997
30
$263M 1.09%
4,828,506
+3,203,199
31
$255M 1.05%
2,604,098
+1,031,702
32
$254M 1.05%
4,708,197
-117,911
33
$251M 1.03%
6,628,029
-2,585,559
34
$247M 1.02%
2,324,200
+102,740
35
$231M 0.95%
647,770
-401,813
36
$230M 0.95%
2,183,324
+187,316
37
$229M 0.95%
1,716,781
+181,440
38
$200M 0.83%
1,071,096
+380,391
39
$194M 0.8%
442,959
-200,788
40
$180M 0.74%
2,071,174
-332,987
41
$166M 0.69%
2,972,043
+173,290
42
$161M 0.66%
734,362
-190,125
43
$151M 0.62%
6,980,676
-1,968,028
44
$135M 0.56%
664,416
+91,492
45
$134M 0.55%
4,657,919
-159,841
46
$133M 0.55%
1,592,911
+151,454
47
$123M 0.51%
2,098,534
+607,035
48
$121M 0.5%
1,010,356
-419,516
49
$121M 0.5%
1,950,589
+150,828
50
$118M 0.49%
2,235,109
-59,785
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