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
$10.3B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$185M
3
+$159M
4
SIG icon
Signet Jewelers
SIG
+$143M
5
WAB icon
Wabtec
WAB
+$132M

Top Sells

1
+$273M
2
+$115M
3
+$113M
4
CAB
Cabela's Inc
CAB
+$107M
5
ADSK icon
Autodesk
ADSK
+$68.4M

Sector Composition

1 Consumer Discretionary 22.25%
2 Industrials 20.59%
3 Healthcare 19.27%
4 Technology 10.24%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.1M 0.22%
312,085
+16,283
77
$22.2M 0.21%
264,289
+4,707
78
$22.1M 0.21%
+301,963
79
$21.7M 0.21%
348,073
-1,241
80
$21.4M 0.2%
+160,748
81
$20.6M 0.2%
569,170
+33,171
82
$20M 0.19%
67,216
+3,943
83
$18.3M 0.17%
+1,023,658
84
$18.1M 0.17%
+480,909
85
$16.3M 0.16%
118,786
-220,235
86
$16.3M 0.16%
+125,079
87
$16.2M 0.15%
+87,658
88
$13.5M 0.13%
+434,504
89
$13.3M 0.13%
+112,948
90
$12.1M 0.12%
784,416
-429,380
91
$10.4M 0.1%
108,257
-148,624
92
$10.3M 0.1%
1,177,638
-38,662
93
$10.3M 0.1%
+63,208
94
$9.79M 0.09%
400,620
-1,237,958
95
$8.75M 0.08%
+474,632
96
$8.5M 0.08%
179,608
-2,534
97
$6.79M 0.06%
50,560
-15,500
98
$6.03M 0.06%
350,792
-10,349
99
$6.02M 0.06%
+102,418
100
$4.75M 0.05%
+469,389
1 2 3
4
5