Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$169M
3
+$126M
4
PNR icon
Pentair
PNR
+$120M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$208M
2
+$183M
3
+$170M
4
ANSS
Ansys
ANSS
+$151M
5
POOL icon
Pool Corp
POOL
+$146M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116M 0.48%
+1,787,716
52
$111M 0.46%
+3,982,373
53
$111M 0.46%
565,239
-157,313
54
$106M 0.44%
5,711,329
-4,010,423
55
$100M 0.41%
8,940,099
-66,058
56
$95.7M 0.39%
321,488
-477,374
57
$93.7M 0.39%
710,284
+201,205
58
$87.6M 0.36%
856,309
+242,650
59
$84.9M 0.35%
2,427,795
-2,652,327
60
$81.2M 0.34%
4,597,525
+551,396
61
$74M 0.31%
7,208,711
+800,087
62
$73.4M 0.3%
3,377,978
+333,245
63
$73.4M 0.3%
232,395
-27,504
64
$72.4M 0.3%
141,770
-179,386
65
$68.4M 0.28%
611,851
+293,537
66
$68.2M 0.28%
317,662
-5,300
67
$64.2M 0.27%
162,275
+3,143
68
$61M 0.25%
119,686
-63,890
69
$60.9M 0.25%
709,766
+148,190
70
$57.6M 0.24%
+426,027
71
$53.5M 0.22%
298,835
-163,839
72
$52M 0.21%
1,594,273
+340,643
73
$50.6M 0.21%
327,401
-92,325
74
$50.6M 0.21%
513,126
-143,282
75
$46.2M 0.19%
+565,262
1 2
3
4 5