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Select Equity Group

Select Equity Group Portfolio holdings

AUM $18.8B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$190M
3
+$151M
4
TV icon
Televisa
TV
+$147M
5
GDDY icon
GoDaddy
GDDY
+$146M

Top Sells

1
+$685M
2
+$678M
3
+$210M
4
ATHM icon
Autohome
ATHM
+$140M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$106M

Sector Composition

1 Consumer Discretionary 21.85%
2 Healthcare 21.84%
3 Technology 21.66%
4 Industrials 12.68%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.46M 0.07%
90,566
-216,036
77
$8.33M 0.07%
226,012
-389,934
78
$6.25M 0.05%
59,354
-215,125
79
$5.87M 0.05%
39,632
-15,500
80
$3.28M 0.03%
30,296
-98,679
81
– –
-3,086,746
82
– –
-33,675
83
– –
-375,497
84
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0
85
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-66,577
86
– –
-12,637,104
87
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-442,552
88
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-480,290
89
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-164,141
90
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-102,353
91
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-282,222
92
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-467,892
93
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-4,526,370
94
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-12,430,846
95
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-293,647
96
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-475,579
97
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-235,570
98
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-921,084
99
– –
-1,042,495
100
– –
-1,778,401
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