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
$8.82B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$96.4M
3
+$92.8M
4
CAB
Cabela's Inc
CAB
+$86M
5
WAC
Walter Investment Mgt Corp
WAC
+$75.6M

Top Sells

1
+$89.2M
2
+$85.6M
3
+$70.3M
4
VSI
Vitamin Shoppe Inc.
VSI
+$67.7M
5
WWW icon
Wolverine World Wide
WWW
+$59.5M

Sector Composition

1 Consumer Discretionary 26.34%
2 Industrials 17.12%
3 Financials 11.71%
4 Healthcare 10.82%
5 Materials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-238,438
102
– –
-457,640
103
– –
-460,132
104
– –
-1,670,982
105
– –
0
106
– –
0
107
– –
0
108
– –
-92,950
109
– –
-84,855
110
– –
-532,591
111
– –
0
112
– –
-157,270
113
– –
-73,290
114
– –
-1,009,198
115
– –
-1,547,827
116
– –
-844,685
117
– –
-13,000
118
– –
-189,620
119
– –
0
120
– –
-79,140
1 2 3 4
5