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

Top Buys

1
+$162M
2
+$160M
3
+$92.4M
4
J icon
Jacobs Solutions
J
+$88.2M
5
MTN icon
Vail Resorts
MTN
+$72.5M

Top Sells

1
+$139M
2
+$127M
3
+$95.4M
4
WAT icon
Waters Corp
WAT
+$79.4M
5
BFAM icon
Bright Horizons
BFAM
+$74.2M

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
– –
-38,694
103
– –
0
104
– –
-720,492
105
– –
-388,799
106
– –
-94,115
107
– –
-5,087
108
– –
-783,469
109
– –
-213,392
1 2 3 4
5