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
$10.3B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$185M
3
+$159M
4
SIG icon
Signet Jewelers
SIG
+$143M
5
WAB icon
Wabtec
WAB
+$132M

Top Sells

1
+$273M
2
+$115M
3
+$113M
4
CAB
Cabela's Inc
CAB
+$107M
5
ADSK icon
Autodesk
ADSK
+$68.4M

Sector Composition

1 Consumer Discretionary 22.25%
2 Industrials 20.59%
3 Healthcare 19.27%
4 Technology 10.24%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$51.5M 0.49%
919,569
-112,834
52
$51M 0.49%
222,069
+112,053
53
$47.8M 0.46%
1,365,820
-1,426,166
54
$47.7M 0.45%
3,440,852
-172,553
55
$47.6M 0.45%
603,898
-129
56
$47.2M 0.45%
1,267,392
+816,343
57
$46.5M 0.44%
57,956
-47,626
58
$38M 0.36%
644,873
+66,604
59
$37.7M 0.36%
1,190,819
+887,748
60
$34.5M 0.33%
+180,294
61
$33.3M 0.32%
+133,627
62
$32.4M 0.31%
945,052
+850
63
$31.5M 0.3%
+582,838
64
$31.3M 0.3%
265,104
-8,106
65
$31M 0.3%
1,334,277
-39,073
66
$31M 0.3%
1,847,772
-1,594,147
67
$30.2M 0.29%
446,276
+33,748
68
$29.4M 0.28%
240,009
+10,543
69
$27.9M 0.27%
665,995
+28,511
70
$27.6M 0.26%
594,742
-1,175,949
71
$27.4M 0.26%
1,264,408
+7,503
72
$27.3M 0.26%
887,120
+41,760
73
$25.9M 0.25%
+171,900
74
$25.5M 0.24%
259,374
+12,578
75
$25.2M 0.24%
519,242
-90
1 2
3
4 5