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
$10.3B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$185M
3
+$159M
4
SIG icon
Signet Jewelers
SIG
+$143M
5
WAB icon
Wabtec
WAB
+$132M

Top Sells

1
+$273M
2
+$115M
3
+$113M
4
CAB
Cabela's Inc
CAB
+$107M
5
ADSK icon
Autodesk
ADSK
+$68.4M

Sector Composition

1 Consumer Discretionary 22.25%
2 Industrials 20.59%
3 Healthcare 19.27%
4 Technology 10.24%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.24M 0.04%
63,847
-34,606
102
$4.22M 0.04%
759,729
-73,642
103
$3.34M 0.03%
198,013
-12,227
104
$2.41M 0.02%
39,278
105
– –
-1,365,539
106
– –
-682,186
107
– –
-84,226
108
– –
-97,983
109
– –
0
110
– –
0
111
– –
-118,392
112
– –
-61,687
113
– –
-505,839
114
– –
-183,932
115
– –
-2,148,375
116
– –
-49,956
117
– –
-2,193,025
1 2 3 4
5