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
$12.7B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$189M
3
+$155M
4
GDDY icon
GoDaddy
GDDY
+$148M
5
TV icon
Televisa
TV
+$141M

Top Sells

1
+$685M
2
+$678M
3
+$211M
4
ATHM icon
Autohome
ATHM
+$140M
5
BIDU icon
Baidu
BIDU
+$118M

Sector Composition

1 Consumer Discretionary 21.85%
2 Healthcare 21.84%
3 Technology 21.66%
4 Industrials 12.68%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.2M 0.35%
297,160
-4,629
52
$42.9M 0.33%
301,508
-41,011
53
$41.4M 0.31%
644,156
-26,918
54
$40.4M 0.31%
220,595
-145,856
55
$39.1M 0.3%
607,526
+503,672
56
$38.1M 0.29%
+706,161
57
$36.4M 0.28%
319,305
+189,061
58
$34.5M 0.26%
248,186
-442,587
59
$32.7M 0.25%
392,831
-422,315
60
$32.3M 0.25%
+518,856
61
$29.4M 0.22%
661,036
-1,005,079
62
$26.4M 0.2%
737,894
-6,384
63
$25.8M 0.2%
777,894
-19,452
64
$24.3M 0.18%
135,160
-565,422
65
$24.1M 0.18%
1,923,279
-87,478
66
$23.5M 0.18%
1,725,150
+232,459
67
$22.6M 0.17%
470,820
-455,160
68
$22.5M 0.17%
174,863
-19,754
69
$21.8M 0.17%
535,858
+46,384
70
$17.3M 0.13%
1,519,140
+267,848
71
$13.6M 0.1%
+144,409
72
$13.5M 0.1%
276,235
-350,379
73
$13.2M 0.1%
+422,556
74
$9.71M 0.07%
156,417
-16,314
75
$8.55M 0.06%
117,093
-228,629
1 2
3
4 5