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
$10.3B
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$133M
3
+$107M
4
TV icon
Televisa
TV
+$88.3M
5
TECH icon
Bio-Techne
TECH
+$85.6M

Top Sells

1
+$261M
2
+$224M
3
+$155M
4
PBF icon
PBF Energy
PBF
+$121M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$112M

Sector Composition

1 Healthcare 23.93%
2 Consumer Discretionary 23.72%
3 Industrials 18.35%
4 Technology 11.16%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.37M 0.03%
661,977
-97,752
102
$1.43M 0.01%
25,035
-14,243
103
$1.12M 0.01%
+28,700
104
$309K ﹤0.01%
+3,598
105
– –
0
106
– –
-4,300,125
107
– –
0
108
– –
-171,900
109
– –
-180,294
110
– –
-1,365,820
111
– –
-259,374
112
– –
-784,416
113
– –
-400,620
114
– –
-3,113,879
115
– –
-665,995
116
– –
-133,627
117
– –
-57,956
118
– –
-594,742
119
– –
-1,805,028
120
– –
-3,158,196
121
– –
-179,608
122
– –
-160,748
123
– –
-1,023,658
124
– –
-63,847
125
– –
-240,009
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5