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
$12.5B
AUM Growth
-$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$255M
3
+$209M
4
ANSS
Ansys
ANSS
+$174M
5
J icon
Jacobs Solutions
J
+$169M

Top Sells

1
+$145M
2
+$136M
3
+$114M
4
TFX icon
Teleflex
TFX
+$113M
5
HSIC icon
Henry Schein
HSIC
+$90.2M

Sector Composition

1 Technology 26.31%
2 Healthcare 17.85%
3 Industrials 14.61%
4 Consumer Discretionary 12.08%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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0
102
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-775,343
103
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-512,760
104
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0
105
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0
106
– –
-24,073
107
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-399,320
108
– –
-1,211,570
109
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0
110
– –
-304,128
111
– –
-338,884
112
– –
-3,220,984
113
– –
-558,167
114
– –
-421,139
1 2 3 4
5