Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$168M
3
+$116M
4
ONON icon
On Holding
ONON
+$111M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$209M
2
+$183M
3
+$158M
4
POOL icon
Pool Corp
POOL
+$143M
5
ANSS
Ansys
ANSS
+$142M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,646,245
177
– –
-566,305
178
– –
-83,652
179
– –
-26,944
4 5 6 7
8