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
$26.5B
AUM Growth
+$797M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$166M
3
+$160M
4
ANSS
Ansys
ANSS
+$139M
5
MTN icon
Vail Resorts
MTN
+$133M

Top Sells

1
+$610M
2
+$225M
3
+$157M
4
DAY
Dayforce
DAY
+$140M
5
TRMB icon
Trimble
TRMB
+$131M

Sector Composition

1 Technology 31.54%
2 Industrials 16.73%
3 Consumer Discretionary 16.42%
4 Healthcare 12.48%
5 Financials 12.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
0
177
– –
0
178
– –
-2,524,793
179
– –
-20,274
180
– –
0
181
– –
-47,479
182
– –
0
183
– –
-125,224
184
– –
-1,105
185
– –
-111,887
186
– –
-95,457
187
– –
-189,548
188
– –
-1,361,204
189
– –
-12,673
190
– –
-5,004,541
4 5 6 7
8