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
$9.06B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$61.2M
3
+$60.7M
4
NSM
Nationstar Mortgage Holdings
NSM
+$57.9M
5
TECH icon
Bio-Techne
TECH
+$53.1M

Top Sells

1
+$213M
2
+$61.8M
3
+$60.6M
4
BX icon
Blackstone
BX
+$58.4M
5
INTU icon
Intuit
INTU
+$55.2M

Sector Composition

1 Consumer Discretionary 24.61%
2 Industrials 18.94%
3 Financials 12.09%
4 Healthcare 10.81%
5 Materials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$488M 5.39%
49,352,910
+672,045
2
$374M 4.12%
8,114,888
+340,402
3
$357M 3.94%
3,528,072
-120,606
4
$356M 3.92%
5,412,507
-470,775
5
$342M 3.77%
10,253,222
+765,278
6
$329M 3.64%
2,423,103
+123,201
7
$325M 3.59%
4,881,359
-157,935
8
$290M 3.2%
3,245,220
+91,075
9
$253M 2.8%
425,028
+5,123
10
$251M 2.76%
9,134,671
-100,240
11
$248M 2.74%
25,978,449
+151,271
12
$245M 2.71%
3,743,228
+38,149
13
$245M 2.7%
19,308,696
-1,215,400
14
$243M 2.68%
1,309,676
+23,558
15
$234M 2.58%
2,698,856
+313,625
16
$212M 2.34%
4,728,613
+1,077,117
17
$193M 2.13%
1,591,383
+7,382
18
$192M 2.12%
16,792,744
+358,032
19
$181M 2%
3,419,100
-285,456
20
$158M 1.75%
1,488,058
+91,310
21
$152M 1.68%
2,822,488
+66,264
22
$151M 1.66%
1,424,495
-2,444,420
23
$143M 1.58%
4,415,092
+1,878,781
24
$139M 1.53%
1,860,307
+191,789
25
$139M 1.53%
2,693,589
+51,053
1
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