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
$20.3B
AUM Growth
+$3.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$243M
3
+$237M
4
FIS icon
Fidelity National Information Services
FIS
+$204M
5
TENB icon
Tenable Holdings
TENB
+$172M

Top Sells

1
+$251M
2
+$180M
3
+$149M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$126M
5
TFX icon
Teleflex
TFX
+$90.5M

Sector Composition

1 Technology 36.34%
2 Consumer Discretionary 14.51%
3 Healthcare 12.42%
4 Industrials 10.26%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$94.3M 0.46%
1,163,628
-414,115
52
$92.3M 0.45%
574,575
+96,914
53
$88.1M 0.43%
841,942
+126,397
54
$84.9M 0.42%
216,075
-75,659
55
$76.5M 0.38%
350,338
-32,260
56
$74.7M 0.37%
+1,196,062
57
$66.9M 0.33%
1,410,828
+1,402,681
58
$62.9M 0.31%
+1,459,182
59
$61.7M 0.3%
650,548
-841,501
60
$56.2M 0.28%
4,285,213
+844,187
61
$53.1M 0.26%
832,279
-524,307
62
$48.9M 0.24%
415,320
+315,320
63
$43M 0.21%
375,199
+134,548
64
$39.3M 0.19%
753,392
-391,030
65
$37.7M 0.19%
+913,003
66
$34.9M 0.17%
270,836
+195,836
67
$33.1M 0.16%
94,886
-69,827
68
$31.9M 0.16%
662,358
+4,883
69
$30.8M 0.15%
3,476,462
+144,301
70
$29.4M 0.14%
139,758
+7,926
71
$25.9M 0.13%
114,784
+1,762
72
$25.5M 0.13%
1,307,492
+1,224,024
73
$25M 0.12%
163,672
-231,779
74
$25M 0.12%
+1,011,892
75
$24.9M 0.12%
+591,935
1 2
3
4 5