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
$10.7B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$132M
3
+$97.4M
4
XRAY icon
Dentsply Sirona
XRAY
+$89.4M
5
IDXX icon
Idexx Laboratories
IDXX
+$74.1M

Top Sells

1
+$196M
2
+$184M
3
+$85.7M
4
MPC icon
Marathon Petroleum
MPC
+$62.6M
5
CAB
Cabela's Inc
CAB
+$52.1M

Sector Composition

1 Consumer Discretionary 21.8%
2 Industrials 20.19%
3 Healthcare 16.86%
4 Technology 9.35%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-96,093
102
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-89,404
103
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-838,402
104
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0
105
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0
106
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-840,199
107
– –
-367,456
108
– –
-318,639
109
– –
-756,738
110
– –
-116,951
111
– –
-159,924
112
– –
-2,258,955
1 2 3 4
5