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
$24.5B
AUM Growth
-$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$220M
3
+$155M
4
SAIA icon
Saia
SAIA
+$149M
5
TRMB icon
Trimble
TRMB
+$126M

Top Sells

1
+$520M
2
+$328M
3
+$251M
4
APO icon
Apollo Global Management
APO
+$222M
5
PWR icon
Quanta Services
PWR
+$201M

Sector Composition

1 Industrials 27.05%
2 Technology 20.82%
3 Consumer Discretionary 16.47%
4 Financials 10.76%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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0
152
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-19,566
153
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-262,140
154
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-103,754
155
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-25,730
156
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0
157
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-39,597
158
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-616,355
159
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0
160
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-41,733
161
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0
162
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-144,966
163
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0
164
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-641,267
165
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0
166
– –
-1,614,004
167
– –
-176,255
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7