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

Top Buys

1
+$287M
2
+$233M
3
+$214M
4
FIS icon
Fidelity National Information Services
FIS
+$201M
5
TENB icon
Tenable Holdings
TENB
+$156M

Top Sells

1
+$242M
2
+$172M
3
+$140M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$128M
5
TFX icon
Teleflex
TFX
+$98.5M

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
151
– –
-10,981
152
– –
0
153
– –
-196,904
154
– –
0
155
– –
-241,811
156
– –
0
157
– –
0
158
– –
-546,895
159
– –
-6,792
160
– –
-599,140
161
– –
-397,780
162
– –
-4,833
163
– –
-12,264
164
– –
-249,804
165
– –
-482,865
166
– –
-53,428
167
– –
-1,433
168
– –
-77,295
169
– –
-388,852
170
– –
-137,273
171
– –
-1,340,845
3 4 5 6
7