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
$6.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$259M
3
+$236M
4
SHW icon
Sherwin-Williams
SHW
+$235M
5
WSM icon
Williams-Sonoma
WSM
+$231M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 23.49%
2 Industrials 18.97%
3 Financials 13.06%
4 Healthcare 8.69%
5 Technology 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$278M 4.52%
+5,064,689
2
$255M 4.15%
+6,217,819
3
$244M 3.97%
+3,063,057
4
$239M 3.9%
+8,561,204
5
$230M 3.74%
+8,411,822
6
$230M 3.74%
+3,899,742
7
$227M 3.7%
+30,248,400
8
$209M 3.4%
+1,854,111
9
$202M 3.29%
+382,714
10
$201M 3.28%
+2,984,932
11
$182M 2.97%
+21,600,701
12
$170M 2.78%
+17,493,200
13
$170M 2.77%
+2,557,660
14
$162M 2.64%
+1,032,478
15
$157M 2.56%
+2,026,735
16
$149M 2.44%
+6,398,291
17
$147M 2.4%
+1,412,443
18
$136M 2.22%
+1,427,478
19
$136M 2.22%
+3,150,511
20
$130M 2.11%
+3,583,305
21
$113M 1.84%
+4,098,513
22
$113M 1.84%
+2,934,820
23
$109M 1.78%
+1,640,058
24
$107M 1.75%
+5,304,261
25
$104M 1.69%
+2,315,285
1
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