Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
-$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$240M
3
+$196M
4
ANSS
Ansys
ANSS
+$160M
5
H icon
Hyatt Hotels
H
+$145M

Top Sells

1
+$136M
2
+$135M
3
+$115M
4
BLKB icon
Blackbaud
BLKB
+$99.4M
5
HSIC icon
Henry Schein
HSIC
+$84.4M

Sector Composition

1 Technology 26.31%
2 Healthcare 17.85%
3 Industrials 14.61%
4 Consumer Discretionary 12.08%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.5M 0.3%
+1,099,103
52
$39.2M 0.3%
1,526,119
+301,014
53
$38.1M 0.29%
204,954
+87,950
54
$37.3M 0.28%
721,280
-480,600
55
$36.5M 0.28%
576,989
+18,784
56
$35.9M 0.27%
+388,799
57
$33.6M 0.25%
+683,450
58
$33.1M 0.25%
3,163,630
+308,135
59
$31.1M 0.23%
1,267,261
+808,162
60
$30.6M 0.23%
717,521
-3,152,952
61
$30M 0.23%
+212,752
62
$26.1M 0.2%
+720,492
63
$26.1M 0.2%
+140,125
64
$24.7M 0.19%
+286,764
65
$24.4M 0.18%
783,469
-701,621
66
$23.1M 0.17%
40,822
-116,911
67
$23M 0.17%
+94,115
68
$22.1M 0.17%
352,021
-1,580,439
69
$21.9M 0.17%
99,429
+44,651
70
$20.9M 0.16%
1,016,189
-1,438,876
71
$19.6M 0.15%
123,544
+109,313
72
$19.5M 0.15%
207,018
-109,937
73
$18.3M 0.14%
+321,624
74
$15.6M 0.12%
119,283
-18,528
75
$15.4M 0.12%
624,557
+161,595
1 2
3
4 5