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

Top Buys

1
+$984M
2
+$152M
3
+$140M
4
ITT icon
ITT
ITT
+$87.1M
5
PWR icon
Quanta Services
PWR
+$82.6M

Top Sells

1
+$289M
2
+$162M
3
+$160M
4
MSA icon
Mine Safety
MSA
+$131M
5
IBKR icon
Interactive Brokers
IBKR
+$123M

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
– –
-9,007,862
177
– –
-5,267,199
178
– –
-2,427,795
179
– –
-2,895
180
– –
-1,174,260
181
– –
-14,423
182
– –
-79,451
183
– –
-565,262
4 5 6 7
8