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
$20.3B
AUM Growth
+$3.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$243M
3
+$237M
4
FIS icon
Fidelity National Information Services
FIS
+$204M
5
TENB icon
Tenable Holdings
TENB
+$172M

Top Sells

1
+$251M
2
+$180M
3
+$149M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$126M
5
TFX icon
Teleflex
TFX
+$90.5M

Sector Composition

1 Technology 36.34%
2 Consumer Discretionary 14.51%
3 Healthcare 12.42%
4 Industrials 10.26%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.1M 0.05%
250,000
+50,000
102
$9.93M 0.05%
29,167
-265,829
103
$9.56M 0.05%
150,000
104
$9.56M 0.05%
28,213
+23,731
105
$9.02M 0.04%
1,060,410
-667,286
106
$8.83M 0.04%
+70,040
107
$8.4M 0.04%
263,075
+150,049
108
$8.29M 0.04%
41,477
-12,762
109
$7.94M 0.04%
200,000
110
$7.56M 0.04%
+4,742
111
$6.01M 0.03%
2,524,848
-1,475,152
112
$5.81M 0.03%
200,000
113
$4.56M 0.02%
400,000
114
$4.46M 0.02%
75,000
115
$2.59M 0.01%
102,285
-35,753
116
$2.59M 0.01%
50,000
117
$2.27M 0.01%
712,755
118
$1.69M 0.01%
45,726
-129,225
119
$818K ﹤0.01%
19,030
+14,917
120
$760K ﹤0.01%
137,651
-217,761
121
$564K ﹤0.01%
+6,570
122
$525K ﹤0.01%
2,758
-105
123
$488K ﹤0.01%
6,269
+798
124
$479K ﹤0.01%
27,531
+8,891
125
$456K ﹤0.01%
11,840
+1,274
3 4
5
6 7