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
$11.2B
AUM Growth
-$628M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.4M
3
+$53.7M
4
SSNC icon
SS&C Technologies
SSNC
+$43.7M
5
BEN icon
Franklin Resources
BEN
+$42.3M

Top Sells

1
+$97.3M
2
+$94.1M
3
+$91.4M
4
EXPD icon
Expeditors International
EXPD
+$80.8M
5
IDXX icon
Idexx Laboratories
IDXX
+$78.7M

Sector Composition

1 Healthcare 30.3%
2 Consumer Discretionary 19.56%
3 Industrials 18.97%
4 Technology 10.99%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22M 0.19%
264,200
+7,905
77
$21.9M 0.19%
+295,220
78
$21.2M 0.19%
581,379
-111,875
79
$21.1M 0.19%
610,860
-94,100
80
$19.9M 0.17%
120,352
-38,500
81
$14.5M 0.13%
+113,302
82
$12M 0.11%
83,765
-2,109
83
$9.41M 0.08%
1,121,388
-27,523
84
$6.29M 0.06%
344,121
-412,779
85
$1.82M 0.02%
+15,830
86
– –
0
87
– –
-290,123
88
– –
-73,502
89
– –
-390,412
90
– –
-8,100
91
– –
0
92
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-247,850
93
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0
94
– –
0
95
– –
-599,195
96
– –
-1,341,508
97
– –
0
98
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0
99
– –
-321,851
100
– –
-714,516
1 2 3
4
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