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
$11.6B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$164M
3
+$133M
4
AYI icon
Acuity Brands
AYI
+$110M
5
TV icon
Televisa
TV
+$93.7M

Top Sells

1
+$234M
2
+$76.3M
3
+$65.5M
4
ULTA icon
Ulta Beauty
ULTA
+$64.2M
5
ORLY icon
O'Reilly Automotive
ORLY
+$64M

Sector Composition

1 Healthcare 29.18%
2 Industrials 18.83%
3 Consumer Discretionary 18.65%
4 Technology 11.73%
5 Financials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-263,325
102
– –
0
103
– –
0
104
– –
-2,024,913
105
– –
0
1 2 3 4
5