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
$14.1B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$178M
3
+$97.4M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$82.9M
5
MTN icon
Vail Resorts
MTN
+$77.1M

Top Sells

1
+$146M
2
+$140M
3
+$101M
4
WAT icon
Waters Corp
WAT
+$87.7M
5
BFAM icon
Bright Horizons
BFAM
+$79.1M

Sector Composition

1 Technology 27.78%
2 Healthcare 17.67%
3 Industrials 15%
4 Consumer Discretionary 11.61%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
103
– –
-38,694
104
– –
0
105
– –
-720,492
106
– –
-388,799
107
– –
-94,115
108
– –
-5,087
109
– –
-783,469
1 2 3 4
5