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
$11.8B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$138M
3
+$89.9M
4
SIG icon
Signet Jewelers
SIG
+$75M
5
SSNC icon
SS&C Technologies
SSNC
+$67.7M

Top Sells

1
+$126M
2
+$125M
3
+$88.7M
4
ALLE icon
Allegion
ALLE
+$69.2M
5
ST icon
Sensata Technologies
ST
+$58.1M

Sector Composition

1 Healthcare 28.21%
2 Consumer Discretionary 21.29%
3 Industrials 15.57%
4 Technology 11.69%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20.4M 0.17%
145,435
+882
77
$12M 0.1%
902,086
-2,167,049
78
$11.7M 0.1%
1,120,644
+13,542
79
$8.83M 0.07%
318,885
-256,554
80
$8.63M 0.07%
287,802
-963,706
81
$8.42M 0.07%
46,174
-20,367
82
$6.72M 0.06%
+150,364
83
$5.18M 0.04%
38,381
-2,479
84
$4.42M 0.04%
63,695
-237,388
85
$4.28M 0.04%
172,803
-336,834
86
– –
-119,261
87
– –
0
88
– –
-58,247
89
– –
-1,023,238
90
– –
-918,325
91
– –
0
92
– –
-1,723,070
93
– –
-576,446
94
– –
-387,448
95
– –
-228,996
96
– –
-1,497,085
97
– –
-272,291
98
– –
-873,539
99
– –
-580,947
100
– –
-2,165,211
1 2 3
4
5