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
$11.8B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$187M
3
+$139M
4
BX icon
Blackstone
BX
+$126M
5
EXPD icon
Expeditors International
EXPD
+$112M

Top Sells

1
+$162M
2
+$128M
3
+$102M
4
MRC
MRC Global
MRC
+$83.8M
5
SHW icon
Sherwin-Williams
SHW
+$82.7M

Sector Composition

1 Healthcare 28.56%
2 Consumer Discretionary 23.05%
3 Industrials 18.2%
4 Technology 11.45%
5 Financials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-286,225
102
– –
-25,035
103
– –
0
104
– –
-3,598
105
– –
-2,361,112
106
– –
-500,241
107
– –
-2,476,422
108
– –
-1,058,056
109
– –
-1,082,979
110
– –
-661,977
111
– –
-182,750
112
– –
-114,694
1 2 3 4
5