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
$8.82B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$96.4M
3
+$92.8M
4
CAB
Cabela's Inc
CAB
+$86M
5
WAC
Walter Investment Mgt Corp
WAC
+$75.6M

Top Sells

1
+$89.2M
2
+$85.6M
3
+$70.3M
4
VSI
Vitamin Shoppe Inc.
VSI
+$67.7M
5
WWW icon
Wolverine World Wide
WWW
+$59.5M

Sector Composition

1 Consumer Discretionary 26.34%
2 Industrials 17.12%
3 Financials 11.71%
4 Healthcare 10.82%
5 Materials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$418M 4.74%
48,680,865
+12,430,755
2
$377M 4.27%
7,774,486
+1,415,026
3
$362M 4.11%
3,648,678
+546,081
4
$360M 4.08%
5,883,282
+955,497
5
$349M 3.96%
5,039,294
+86,755
6
$342M 3.88%
2,299,902
+433,873
7
$304M 3.45%
3,868,915
+645,728
8
$277M 3.14%
20,524,096
+8,076,136
9
$276M 3.13%
9,487,944
+928,570
10
$269M 3.05%
3,154,145
+612,742
11
$247M 2.8%
3,705,079
+1,384,018
12
$244M 2.76%
419,905
+33,718
13
$243M 2.75%
9,234,911
+4,051,849
14
$235M 2.66%
25,827,178
+2,258,368
15
$213M 2.41%
3,704,556
+506,103
16
$207M 2.35%
1,286,118
+238,239
17
$193M 2.19%
2,385,231
+357,833
18
$190M 2.15%
1,584,001
+123,442
19
$183M 2.08%
16,434,712
+1,076,792
20
$173M 1.96%
3,651,496
+268,513
21
$156M 1.77%
1,396,748
-61,075
22
$156M 1.76%
4,579,807
-1,924,243
23
$144M 1.64%
2,756,224
-147,120
24
$139M 1.58%
2,642,536
+779,134
25
$136M 1.54%
2,942,814
-731,649
1
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