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
$11.8B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$138M
3
+$89.9M
4
SIG icon
Signet Jewelers
SIG
+$75M
5
SSNC icon
SS&C Technologies
SSNC
+$67.7M

Top Sells

1
+$126M
2
+$125M
3
+$88.7M
4
ALLE icon
Allegion
ALLE
+$69.2M
5
ST icon
Sensata Technologies
ST
+$58.1M

Sector Composition

1 Healthcare 28.21%
2 Consumer Discretionary 21.29%
3 Industrials 15.57%
4 Technology 11.69%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70.8M 0.58%
2,799,529
+636,399
52
$70.1M 0.57%
635,596
+24,277
53
$65.6M 0.54%
3,096,441
-1,764,839
54
$62.9M 0.51%
2,803,050
+994,828
55
$58.3M 0.48%
1,724,670
-336,189
56
$53.2M 0.44%
+519,028
57
$52.6M 0.43%
444,788
+267,473
58
$51.5M 0.42%
1,481,990
-16,668
59
$50.4M 0.41%
621,533
+141,690
60
$41.6M 0.34%
649,757
-113,094
61
$40.8M 0.33%
441,633
-531,566
62
$39.4M 0.32%
+1,036,697
63
$37.7M 0.31%
741,244
+311,128
64
$30.4M 0.25%
849,317
-35,799
65
$27M 0.22%
+1,396,209
66
$26.2M 0.21%
379,285
+17,988
67
$24.9M 0.2%
300,810
+38,773
68
$24.5M 0.2%
+650,954
69
$24.3M 0.2%
285,309
+14,499
70
$24.1M 0.2%
624,000
+18,340
71
$23.4M 0.19%
199,238
-2,998
72
$23.3M 0.19%
203,510
-8,510
73
$22.9M 0.19%
293,244
+452
74
$21.5M 0.18%
2,105,401
-43,178
75
$21.1M 0.17%
+223,968
1 2
3
4 5