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
$14.1B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$178M
3
+$97.4M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$82.9M
5
MTN icon
Vail Resorts
MTN
+$77.1M

Top Sells

1
+$146M
2
+$140M
3
+$101M
4
WAT icon
Waters Corp
WAT
+$87.7M
5
BFAM icon
Bright Horizons
BFAM
+$79.1M

Sector Composition

1 Technology 27.78%
2 Healthcare 17.67%
3 Industrials 15%
4 Consumer Discretionary 11.61%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.79M 0.06%
53,347
-70,197
77
$8.62M 0.06%
34,252
-348,488
78
$7.34M 0.05%
+502,262
79
$7.29M 0.05%
137,081
+3,754
80
$7.03M 0.05%
127,218
-914,445
81
$5.2M 0.04%
28,739
-14,216
82
$4.17M 0.03%
14,765
-27,504
83
$3.32M 0.02%
3,332
-5,078
84
$3.15M 0.02%
+76,825
85
$1.49M 0.01%
+10,704
86
– –
-717,521
87
– –
-649,711
88
– –
-59,550
89
– –
-352,021
90
– –
-455,008
91
– –
-15,715
92
– –
0
93
– –
-87,673
94
– –
0
95
– –
0
96
– –
-207,018
97
– –
0
98
– –
-40,822
99
– –
-61,235
100
– –
0
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4
5