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
$12.7B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$189M
3
+$155M
4
GDDY icon
GoDaddy
GDDY
+$148M
5
TV icon
Televisa
TV
+$141M

Top Sells

1
+$685M
2
+$678M
3
+$211M
4
ATHM icon
Autohome
ATHM
+$140M
5
BIDU icon
Baidu
BIDU
+$118M

Sector Composition

1 Consumer Discretionary 21.85%
2 Healthcare 21.84%
3 Technology 21.66%
4 Industrials 12.68%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-475,579
102
– –
-235,570
103
– –
-921,084
104
– –
-1,042,495
105
– –
-1,778,401
1 2 3 4
5