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
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$114M
3
+$96.5M
4
TV icon
Televisa
TV
+$85.7M
5
TECH icon
Bio-Techne
TECH
+$84.5M

Top Sells

1
+$254M
2
+$190M
3
+$186M
4
PBF icon
PBF Energy
PBF
+$121M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$112M

Sector Composition

1 Healthcare 23.93%
2 Consumer Discretionary 23.72%
3 Industrials 18.35%
4 Technology 11.16%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$48.1M 0.46%
260,071
+196,863
52
$48.1M 0.46%
893,910
+374,668
53
$47.2M 0.45%
1,282,906
+15,514
54
$45.1M 0.43%
341,647
+216,568
55
$42.6M 0.41%
1,019,912
+74,860
56
$42.5M 0.41%
+1,529,433
57
$41.8M 0.4%
921,317
-866,950
58
$40M 0.38%
644,502
+198,226
59
$40M 0.38%
558,899
-210,348
60
$35.9M 0.34%
1,648,890
-2,174,187
61
$35.2M 0.34%
+535,024
62
$34.7M 0.33%
+148,347
63
$34.7M 0.33%
451,001
-261,140
64
$34.3M 0.33%
+1,473,521
65
$33.7M 0.32%
250,553
-14,551
66
$33.1M 0.32%
2,476,422
-964,430
67
$32.9M 0.31%
1,305,389
-28,888
68
$31.9M 0.31%
286,225
+173,277
69
$30.9M 0.3%
163,387
+44,601
70
$27.9M 0.27%
307,986
+43,697
71
$27.9M 0.27%
373,569
+71,606
72
$26.7M 0.26%
704,960
-182,160
73
$26.7M 0.26%
+327,823
74
$26.6M 0.25%
114,694
-107,375
75
$25.9M 0.25%
75,935
+8,719
1 2
3
4 5