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
$12.3B
AUM Growth
-$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$108M
3
+$80.4M
4
WBT
Welbilt, Inc.
WBT
+$48.5M
5
IT icon
Gartner
IT
+$43.6M

Top Sells

1
+$143M
2
+$139M
3
+$115M
4
MTD icon
Mettler-Toledo International
MTD
+$107M
5
AME icon
Ametek
AME
+$106M

Sector Composition

1 Healthcare 21.75%
2 Technology 21.73%
3 Consumer Discretionary 21.62%
4 Industrials 12.48%
5 Financials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.7M 0.09%
79,304
-168,882
77
$10.6M 0.08%
112,360
+21,794
78
$9.58M 0.08%
+245,812
79
$9.47M 0.08%
117,951
+858
80
$8.93M 0.07%
174,675
-101,560
81
$8.64M 0.07%
75,743
+16,389
82
$8.37M 0.07%
+47,430
83
$8.2M 0.07%
+124,168
84
$6.49M 0.05%
103,689
-816,920
85
$5.56M 0.04%
36,483
-3,149
86
$4.51M 0.04%
+86,636
87
$511K ﹤0.01%
+1,914
88
$352K ﹤0.01%
+3,154
89
– –
0
90
– –
-319,305
91
– –
0
92
– –
-135,160
93
– –
-30,296
1 2 3
4