Select Equity Group Portfolio holdings
AUM
$23.5B
This Quarter Return
-7.22%
1 Year Return
+24.77%
3 Year Return
+78.89%
5 Year Return
+141.27%
10 Year Return
+373.45%
AUM
$10.3B
AUM Growth
+$10.3B
(-4.5%)
Cap. Flow
+$445M
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
36.04%
Holding
117
New
17
Increased
42
Reduced
44
Closed
11
Top Buys
| 1 |
Expeditors International
EXPD
|
$226M |
| 2 |
Mettler-Toledo International
MTD
|
$185M |
| 3 |
Paychex
PAYX
|
$159M |
| 4 |
Signet Jewelers
SIG
|
$143M |
| 5 |
Wabtec
WAB
|
$132M |
Top Sells
| 1 |
PLL
PALL CORP
PLL
|
$273M |
| 2 |
O'Reilly Automotive
ORLY
|
$115M |
| 3 |
Harley-Davidson
HOG
|
$113M |
| 4 |
CAB
Cabela's Inc
CAB
|
$107M |
| 5 |
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% |
