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
$13.8B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$685M
2
+$678M
3
+$195M
4
AOS icon
A.O. Smith
AOS
+$110M
5
CINF icon
Cincinnati Financial
CINF
+$103M

Top Sells

1
+$380M
2
+$267M
3
+$248M
4
TDG icon
TransDigm Group
TDG
+$199M
5
DHR icon
Danaher
DHR
+$176M

Sector Composition

1 Healthcare 20.89%
2 Consumer Discretionary 17.99%
3 Technology 17.34%
4 Industrials 11.3%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,215,107
102
– –
-2,083,641
103
– –
-218,566
104
– –
0
105
– –
-18,600
106
– –
-3,142,575
107
– –
-808,647
108
– –
-1,414,364
1 2 3 4
5