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
$12.3B
AUM Growth
-$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$108M
3
+$80.4M
4
WBT
Welbilt, Inc.
WBT
+$48.5M
5
IT icon
Gartner
IT
+$43.6M

Top Sells

1
+$143M
2
+$139M
3
+$115M
4
MTD icon
Mettler-Toledo International
MTD
+$107M
5
AME icon
Ametek
AME
+$106M

Sector Composition

1 Healthcare 21.75%
2 Technology 21.73%
3 Consumer Discretionary 21.62%
4 Industrials 12.48%
5 Financials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49M 0.39%
247,070
+26,475
52
$48.7M 0.39%
931,540
+460,720
53
$46.9M 0.37%
488,141
+95,310
54
$44.5M 0.35%
1,236,501
+498,607
55
$41M 0.33%
+752,193
56
$39.4M 0.31%
249,430
-52,078
57
$38.9M 0.31%
909,642
+373,784
58
$37.7M 0.3%
872,485
+94,591
59
$36M 0.29%
457,839
-61,017
60
$33.8M 0.27%
518,270
+361,853
61
$32.1M 0.26%
740,771
+79,735
62
$29.5M 0.24%
152,863
-457,297
63
$28.6M 0.23%
1,019,757
-2,106,628
64
$27.1M 0.22%
403,988
-240,168
65
$24.5M 0.2%
1,739,367
-183,912
66
$22.7M 0.18%
1,660,084
+140,944
67
$20.9M 0.17%
147,352
-491,144
68
$19.9M 0.16%
+89,089
69
$19.9M 0.16%
1,620,465
-104,685
70
$19.5M 0.15%
+177,681
71
$19M 0.15%
141,280
-33,583
72
$18.7M 0.15%
+105,649
73
$18.4M 0.15%
+597,278
74
$13.2M 0.1%
344,858
+118,846
75
$12.9M 0.1%
125,062
-19,347
1 2
3
4