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
$9.14B
AUM Growth
-$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$130M
3
+$96.9M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$59.9M
5
SIG icon
Signet Jewelers
SIG
+$46.8M

Top Sells

1
+$97.7M
2
+$91.5M
3
+$73.6M
4
AXLL
AXIALL CORP COM STK (DE)
AXLL
+$73.4M
5
GNRC icon
Generac Holdings
GNRC
+$71.5M

Sector Composition

1 Consumer Discretionary 23.23%
2 Industrials 22.87%
3 Financials 12.45%
4 Healthcare 11.51%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.1M 0.19%
288,496
+6,430
77
$16.1M 0.18%
+213,241
78
$13.5M 0.15%
633,042
-927,468
79
$11.5M 0.13%
1,275,723
-32,170
80
$10.6M 0.12%
347,031
-13,453
81
$10.3M 0.11%
2,404,875
-814,549
82
$10M 0.11%
292,830
+13,490
83
$9.24M 0.1%
+104,040
84
$8.11M 0.09%
466,055
-18,814
85
$7.34M 0.08%
307,752
+113,490
86
$7.05M 0.08%
1,024,330
87
$6.21M 0.07%
+62,630
88
$2.69M 0.03%
40,886
89
$20.7K ﹤0.01%
+581
90
– –
0
91
– –
-965,315
92
– –
0
93
– –
-361,485
94
– –
0
95
– –
-42,870
96
– –
-499,435
97
– –
0
98
– –
0
99
– –
-475,399
100
– –
-86,133
1 2 3
4
5