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
$12.5B
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
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-512,760
103
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-775,343
104
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0
105
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0
106
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-1,275,573
107
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-60,646
108
– –
-318,010
109
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-84,526
110
– –
-1,000,000
111
– –
-144,775
112
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-127,819
113
– –
-286,424
114
– –
-521,437
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5