Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
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
+$260M
2
+$240M
3
+$196M
4
ANSS
Ansys
ANSS
+$160M
5
H icon
Hyatt Hotels
H
+$145M

Top Sells

1
+$136M
2
+$135M
3
+$115M
4
BLKB icon
Blackbaud
BLKB
+$99.4M
5
HSIC icon
Henry Schein
HSIC
+$84.4M

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
– –
-775,343
103
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-512,760
104
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0
105
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0
106
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-24,073
107
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-399,320
108
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-1,211,570
109
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0
110
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-304,128
111
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-338,884
112
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-3,220,984
113
– –
-558,167
114
– –
-421,139
1 2 3 4
5