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
$10.4B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$97.1M
3
+$93.8M
4
SIG icon
Signet Jewelers
SIG
+$86.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$85M

Top Sells

1
+$165M
2
+$111M
3
+$85.5M
4
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$85.2M
5
XPRO icon
Expro
XPRO
+$73M

Sector Composition

1 Consumer Discretionary 24.83%
2 Industrials 22.53%
3 Healthcare 13.32%
4 Financials 9.17%
5 Materials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21.3M 0.2%
744,777
-1,344
77
$21M 0.2%
58,797
-1,643
78
$21M 0.2%
+278,016
79
$20.2M 0.19%
83,760
+8,694
80
$19.5M 0.18%
351,642
+1,663
81
$17.6M 0.16%
669,112
-17,348
82
$16.4M 0.15%
1,271,214
-4,509
83
$16.2M 0.15%
+778,712
84
$11.3M 0.11%
+261,760
85
$8.97M 0.08%
+545,102
86
$8.72M 0.08%
+137,388
87
$8.1M 0.08%
343,492
+35,740
88
$7M 0.07%
+63,859
89
$6.94M 0.07%
865,551
-158,779
90
$6.77M 0.06%
227,476
-119,555
91
$4.68M 0.04%
119,016
-91,998
92
$4.55M 0.04%
132,743
-4,805,898
93
$2.65M 0.02%
39,864
-1,022
94
$19.4K ﹤0.01%
516
-65
95
– –
0
96
– –
-101
97
– –
-1,133,516
98
– –
-158,379
99
– –
0
100
– –
-1,133,124
1 2 3
4
5