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
$27.1B
AUM Growth
+$2.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.13B
2
+$182M
3
+$138M
4
ITT icon
ITT
ITT
+$98.8M
5
PWR icon
Quanta Services
PWR
+$96.5M

Top Sells

1
+$285M
2
+$184M
3
+$176M
4
MSA icon
Mine Safety
MSA
+$136M
5
IBKR icon
Interactive Brokers
IBKR
+$125M

Sector Composition

1 Technology 25.19%
2 Industrials 19.64%
3 Consumer Discretionary 17.69%
4 Healthcare 11.12%
5 Financials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,427,795
177
– –
-2,895
178
– –
-1,174,260
179
– –
-14,423
180
– –
-79,451
181
– –
-565,262
182
– –
-295,868
183
– –
-321,488
4 5 6 7
8