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
$13.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$163M
3
+$155M
4
BIDU icon
Baidu
BIDU
+$145M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$110M

Top Sells

1
+$176M
2
+$113M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$95.3M
5
LULU icon
lululemon athletica
LULU
+$71.1M

Sector Composition

1 Healthcare 26.79%
2 Consumer Discretionary 18.84%
3 Technology 15.15%
4 Industrials 13.8%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81.7M 0.61%
4,160,250
+2,764,041
52
$76.8M 0.57%
690,107
+171,079
53
$68M 0.51%
3,261,338
+458,288
54
$67.8M 0.51%
895,324
-1,392,735
55
$62M 0.46%
453,525
+8,737
56
$56.5M 0.42%
3,142,575
-2,834,685
57
$56.5M 0.42%
1,470,654
-11,336
58
$55.5M 0.41%
1,461,864
-262,806
59
$53.3M 0.4%
1,414,364
+377,667
60
$50.1M 0.37%
617,933
-3,600
61
$48.6M 0.36%
2,083,641
-1,012,800
62
$44.3M 0.33%
395,350
+171,382
63
$43.7M 0.33%
+1,423,391
64
$41.3M 0.31%
741,482
+238
65
$38.3M 0.29%
2,975,784
-3,288,060
66
$33.2M 0.25%
+1,601,210
67
$28.8M 0.21%
+211,096
68
$28.4M 0.21%
849,317
69
$26.8M 0.2%
379,285
70
$26.1M 0.19%
293,244
71
$25.9M 0.19%
624,000
72
$25.7M 0.19%
650,954
73
$25M 0.19%
300,810
74
$25M 0.19%
199,238
75
$24.6M 0.18%
285,309
1 2
3
4