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
$12.7B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$189M
3
+$155M
4
GDDY icon
GoDaddy
GDDY
+$148M
5
TV icon
Televisa
TV
+$141M

Top Sells

1
+$685M
2
+$678M
3
+$211M
4
ATHM icon
Autohome
ATHM
+$140M
5
BIDU icon
Baidu
BIDU
+$118M

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 0.06%
90,566
-216,036
77
$8.33M 0.06%
226,012
-389,934
78
$6.25M 0.05%
59,354
-215,125
79
$5.87M 0.04%
39,632
-15,500
80
$3.28M 0.02%
30,296
-98,679
81
– –
-275,540
82
– –
-3,086,746
83
– –
-33,675
84
– –
-375,497
85
– –
-459,796
86
– –
-1,204,350
87
– –
0
88
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-66,577
89
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-12,637,104
90
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-442,552
91
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-480,290
92
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-164,141
93
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-102,353
94
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0
95
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-112,317
96
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-282,222
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-467,892
98
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-4,526,370
99
– –
-12,430,846
100
– –
-293,647
1 2 3
4
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