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
$9.14B
AUM Growth
-$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$130M
3
+$96.9M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$59.9M
5
SIG icon
Signet Jewelers
SIG
+$46.8M

Top Sells

1
+$97.7M
2
+$91.5M
3
+$73.6M
4
AXLL
AXIALL CORP COM STK (DE)
AXLL
+$73.4M
5
GNRC icon
Generac Holdings
GNRC
+$71.5M

Sector Composition

1 Consumer Discretionary 23.23%
2 Industrials 22.87%
3 Financials 12.45%
4 Healthcare 11.51%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-84,410
102
– –
-30,495
103
– –
0
104
– –
-685,285
105
– –
0
106
– –
-233,085
107
– –
-1,551,944
108
– –
-126,237
109
– –
-4,200,368
110
– –
-654,048
1 2 3 4
5