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Select Equity Group

Select Equity Group Portfolio holdings

AUM $18.8B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$330M
3
+$233M
4
TSCO icon
Tractor Supply
TSCO
+$177M
5
PAYX icon
Paychex
PAYX
+$159M

Top Sells

1
+$375M
2
+$223M
3
+$222M
4
ILMN icon
Illumina
ILMN
+$220M
5
ULTA icon
Ulta Beauty
ULTA
+$150M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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