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
$6.91B
AUM Growth
+$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$108M
3
+$77M
4
MJN
Mead Johnson Nutrition Company
MJN
+$71.7M
5
SHW icon
Sherwin-Williams
SHW
+$62.4M

Top Sells

1
+$65.1M
2
+$55.5M
3
+$54.8M
4
LII icon
Lennox International
LII
+$50.9M
5
BERY
Berry Global Group, Inc.
BERY
+$45.4M

Sector Composition

1 Consumer Discretionary 25.36%
2 Industrials 16.99%
3 Financials 13.19%
4 Healthcare 9.12%
5 Materials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28.8M 0.39%
1,093,215
+637,354
52
$27.3M 0.37%
+1,009,198
53
$26.5M 0.36%
287,289
-39,802
54
$24.6M 0.33%
1,082,745
-258,082
55
$21.8M 0.3%
298,919
+183,394
56
$19.3M 0.26%
1,594,889
+84,959
57
$16.5M 0.22%
532,591
-556,925
58
$16.2M 0.22%
1,337,348
+14,583
59
$15.1M 0.2%
310,738
+106,134
60
$14.7M 0.2%
404,740
+101,840
61
$14M 0.19%
+84,855
62
$11.8M 0.16%
374,200
+93,295
63
$11M 0.15%
844,685
-793,985
64
$8.58M 0.12%
+157,270
65
$8.35M 0.11%
+19,764
66
$8.13M 0.11%
1,024,330
-51,600
67
$7.82M 0.11%
460,132
+107,176
68
$7.82M 0.11%
+73,290
69
$7.63M 0.1%
+971,909
70
$7.54M 0.1%
267,364
+65,080
71
$7.27M 0.1%
189,620
+105,215
72
$7.18M 0.1%
110,520
-4,119
73
$5.85M 0.08%
112,731
+28,157
74
$5.26M 0.07%
+79,140
75
$4.5M 0.06%
238,438
-114,675
1 2
3
4