Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
+$250M
2
+$104M
3
+$79.8M
4
WBT
Welbilt, Inc.
WBT
+$45.5M
5
IT icon
Gartner
IT
+$43M

Top Sells

1
+$150M
2
+$134M
3
+$112M
4
MTD icon
Mettler-Toledo International
MTD
+$110M
5
WST icon
West Pharmaceutical
WST
+$103M

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 0.1%
79,304
-168,882
77
$10.6M 0.09%
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 0.05%
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