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

Top Buys

1
+$191M
2
+$172M
3
+$130M
4
BX icon
Blackstone
BX
+$118M
5
EXPD icon
Expeditors International
EXPD
+$105M

Top Sells

1
+$161M
2
+$128M
3
+$102M
4
MRC
MRC Global
MRC
+$83.8M
5
SHW icon
Sherwin-Williams
SHW
+$76.3M

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
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-286,225
102
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-25,035
103
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0
104
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-3,598
105
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-2,361,112
106
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-500,241
107
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-2,476,422
108
– –
-1,058,056
109
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-1,082,979
110
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-661,977
111
– –
-182,750
112
– –
-114,694
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5