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
$10.8B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$83.9M
3
+$70.4M
4
IHS
IHS INC CL-A COM STK
IHS
+$63M
5
WLK icon
Westlake Corp
WLK
+$55.7M

Top Sells

1
+$107M
2
+$85.8M
3
+$85M
4
FMC icon
FMC
FMC
+$68.2M
5
SGI
Somnigroup International
SGI
+$55.1M

Sector Composition

1 Consumer Discretionary 23.55%
2 Industrials 21.76%
3 Healthcare 13.1%
4 Financials 9.27%
5 Materials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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115
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-63,859
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5