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
$13.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$163M
3
+$155M
4
BIDU icon
Baidu
BIDU
+$145M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$110M

Top Sells

1
+$176M
2
+$113M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$95.3M
5
LULU icon
lululemon athletica
LULU
+$71.1M

Sector Composition

1 Healthcare 26.79%
2 Consumer Discretionary 18.84%
3 Technology 15.15%
4 Industrials 13.8%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.6M 0.18%
211,888
+8,378
77
$23.3M 0.17%
218,566
-417,030
78
$22.5M 0.17%
+439,074
79
$21.6M 0.16%
145,435
80
$21.2M 0.16%
2,091,023
-14,378
81
$11.5M 0.09%
+808,647
82
$11.4M 0.09%
+191,382
83
$10.4M 0.08%
1,089,564
-31,080
84
$9.83M 0.07%
+157,345
85
$9.74M 0.07%
+106,267
86
$9.46M 0.07%
68,782
+30,401
87
$8.59M 0.06%
709,964
-192,122
88
$8.28M 0.06%
+114,637
89
$2.75M 0.02%
112,075
-60,728
90
$907K 0.01%
18,600
-1,954,778
91
– –
-46,174
92
– –
0
93
– –
-318,885
94
– –
-63,695
95
– –
-150,364
96
– –
0
97
– –
-1,094,630
98
– –
-287,802
1 2 3
4