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
$29.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$434M
3
+$380M
4
TRU icon
TransUnion
TRU
+$256M
5
DAY
Dayforce
DAY
+$253M

Top Sells

1
+$522M
2
+$460M
3
+$248M
4
SCI icon
Service Corp International
SCI
+$230M
5
MTN icon
Vail Resorts
MTN
+$203M

Sector Composition

1 Technology 39.93%
2 Financials 14.2%
3 Consumer Discretionary 14.09%
4 Industrials 11.59%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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