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
$24.1B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$202M
3
+$190M
4
MIDD icon
Middleby
MIDD
+$158M
5
SCI icon
Service Corp International
SCI
+$157M

Top Sells

1
+$540M
2
+$341M
3
+$331M
4
FAST icon
Fastenal
FAST
+$254M
5
AEO icon
American Eagle Outfitters
AEO
+$206M

Sector Composition

1 Technology 32.11%
2 Financials 13.89%
3 Healthcare 13.85%
4 Industrials 13.83%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,418
177
– –
-767,389
178
– –
-117,480
179
– –
0
180
– –
0
181
– –
-14,636
182
– –
-70,950
4 5 6 7
8