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
$11.6B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$140M
3
+$135M
4
AYI icon
Acuity Brands
AYI
+$109M
5
TV icon
Televisa
TV
+$91.2M

Top Sells

1
+$234M
2
+$81.6M
3
+$67.5M
4
MTD icon
Mettler-Toledo International
MTD
+$66.3M
5
PII icon
Polaris
PII
+$65.5M

Sector Composition

1 Healthcare 29.18%
2 Industrials 18.83%
3 Consumer Discretionary 18.65%
4 Technology 11.73%
5 Financials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62.7M 0.54%
611,319
+84,372
52
$58.1M 0.5%
1,497,085
-952,287
53
$57.1M 0.49%
918,325
-183,197
54
$56M 0.48%
918,167
+131,707
55
$52.5M 0.45%
2,163,130
+76,972
56
$50.6M 0.44%
762,851
-186,870
57
$49.9M 0.43%
2,165,211
-144,505
58
$46.4M 0.4%
1,498,658
+144,623
59
$39M 0.34%
3,069,135
+114,982
60
$39M 0.34%
479,843
-3,454
61
$38.6M 0.33%
580,947
-113,629
62
$35.8M 0.31%
+535,918
63
$34.1M 0.29%
+1,808,222
64
$32.2M 0.28%
1,251,508
+215,505
65
$30.7M 0.27%
885,116
-478,748
66
$30M 0.26%
850,174
67
$29M 0.25%
228,996
-1,679
68
$24.9M 0.22%
387,448
-388,906
69
$24.6M 0.21%
202,236
-1,519
70
$24.2M 0.21%
292,792
-2,428
71
$24.1M 0.21%
144,553
-965
72
$23.9M 0.21%
177,315
+64,013
73
$23.6M 0.2%
576,446
-4,933
74
$23.5M 0.2%
605,660
-5,200
75
$23.3M 0.2%
+212,020
1 2
3
4 5