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
$13.8B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$685M
2
+$678M
3
+$195M
4
AOS icon
A.O. Smith
AOS
+$110M
5
CINF icon
Cincinnati Financial
CINF
+$103M

Top Sells

1
+$380M
2
+$267M
3
+$248M
4
TDG icon
TransDigm Group
TDG
+$199M
5
DHR icon
Danaher
DHR
+$176M

Sector Composition

1 Healthcare 20.89%
2 Consumer Discretionary 17.99%
3 Technology 17.34%
4 Industrials 11.3%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.5M 0.17%
744,278
-1,697,375
77
$23.4M 0.17%
282,222
-3,087
78
$23M 0.16%
293,647
-7,163
79
$22.5M 0.16%
2,010,757
-80,266
80
$22.2M 0.16%
615,946
-35,008
81
$21.1M 0.15%
+489,474
82
$19.9M 0.14%
1,492,691
+782,727
83
$19.2M 0.14%
+33,675
84
$17.7M 0.13%
442,552
-1,019,312
85
$15.5M 0.11%
+102,353
86
$15.2M 0.11%
+128,975
87
$14.2M 0.1%
+130,244
88
$13.6M 0.1%
1,251,292
-1,724,492
89
$13.4M 0.1%
1,042,495
-47,069
90
$13.3M 0.1%
+275,540
91
$13.1M 0.09%
+235,570
92
$12.3M 0.09%
+921,084
93
$12M 0.09%
172,731
+15,386
94
$9.98M 0.07%
+1,067,152
95
$9.15M 0.07%
66,577
-386,948
96
$7.77M 0.06%
55,132
-13,650
97
$7.45M 0.05%
+103,854
98
$2.91M 0.02%
112,317
+242
99
– –
-191,382
100
– –
-895,324
1 2 3
4
5