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

Top Buys

1
+$122M
2
+$119M
3
+$81.5M
4
MJN
Mead Johnson Nutrition Company
MJN
+$72.4M
5
SHW icon
Sherwin-Williams
SHW
+$60.4M

Top Sells

1
+$64.7M
2
+$54.4M
3
+$51.5M
4
HEI icon
HEICO Corp
HEI
+$48.5M
5
LII icon
Lennox International
LII
+$47.7M

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 0.42%
1,093,215
+637,354
52
$27.3M 0.4%
+1,009,198
53
$26.5M 0.38%
287,289
-39,802
54
$24.6M 0.36%
1,082,745
-258,082
55
$21.8M 0.32%
298,919
+183,394
56
$19.3M 0.28%
1,594,889
+84,959
57
$16.5M 0.24%
532,591
-556,925
58
$16.2M 0.23%
1,337,348
+14,583
59
$15.1M 0.22%
310,738
+106,134
60
$14.7M 0.21%
404,740
+101,840
61
$14M 0.2%
+84,855
62
$11.8M 0.17%
374,200
+93,295
63
$11M 0.16%
844,685
-793,985
64
$8.58M 0.12%
+157,270
65
$8.35M 0.12%
+19,764
66
$8.13M 0.12%
1,024,330
-51,600
67
$7.82M 0.11%
460,132
+107,176
68
$7.82M 0.11%
+73,290
69
$7.63M 0.11%
+971,909
70
$7.54M 0.11%
267,364
+65,080
71
$7.27M 0.11%
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 0.08%
+79,140
75
$4.5M 0.07%
238,438
-114,675
1 2
3
4