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
$27.4B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$279M
2
+$228M
3
+$194M
4
MORN icon
Morningstar
MORN
+$188M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$178M

Top Sells

1
+$191M
2
+$177M
3
+$149M
4
ANSS
Ansys
ANSS
+$133M
5
RVTY icon
Revvity
RVTY
+$128M

Sector Composition

1 Technology 39.02%
2 Consumer Discretionary 14.97%
3 Financials 13.57%
4 Industrials 10.59%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$143M 0.52%
777,712
+223,844
52
$142M 0.52%
+4,858,761
53
$134M 0.49%
631,211
+574,937
54
$125M 0.45%
+2,143,059
55
$120M 0.44%
+654,604
56
$114M 0.41%
304,513
-215,079
57
$111M 0.4%
579,126
+1,350
58
$109M 0.4%
+10,868,072
59
$93.7M 0.34%
337,923
-45,922
60
$92.3M 0.34%
2,034,551
+1,166,665
61
$87.7M 0.32%
933,947
+44,518
62
$86.5M 0.31%
1,167,772
+391,796
63
$85.2M 0.31%
646,494
-10,350
64
$82M 0.3%
2,754,365
-1,390,944
65
$81.2M 0.3%
+1,043,687
66
$78.9M 0.29%
+573,523
67
$71.2M 0.26%
745,204
-108,960
68
$66.2M 0.24%
135,310
-77,732
69
$64.7M 0.24%
95,165
+76,932
70
$59.5M 0.22%
4,114,770
+2,071,666
71
$59.2M 0.22%
571,880
+123,240
72
$57.5M 0.21%
+645,227
73
$56.9M 0.21%
481,402
-287,483
74
$54.8M 0.2%
+1,732,092
75
$54.4M 0.2%
+655,553
1 2
3
4 5