Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$114M
3
+$96.5M
4
TV icon
Televisa
TV
+$85.7M
5
TECH icon
Bio-Techne
TECH
+$84.5M

Top Sells

1
+$254M
2
+$190M
3
+$186M
4
PBF icon
PBF Energy
PBF
+$121M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$112M

Sector Composition

1 Healthcare 23.93%
2 Consumer Discretionary 23.72%
3 Industrials 18.35%
4 Technology 11.16%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$740M 7.08%
5,983,096
+2,342,088
2
$640M 6.12%
10,523,990
-179,919
3
$358M 3.42%
1,888,642
-42,590
4
$332M 3.18%
2,806,010
-46,610
5
$332M 3.18%
978,917
+33,417
6
$328M 3.13%
11,215,010
+3,888,078
7
$324M 3.1%
19,172,520
-15,021,495
8
$301M 2.88%
4,127,299
-16,844
9
$297M 2.84%
5,612,284
+633,230
10
$259M 2.47%
2,990,403
-64,479
11
$249M 2.38%
5,407,526
-61,556
12
$240M 2.29%
5,318,098
+56,681
13
$237M 2.27%
1,038,243
-20,652
14
$232M 2.22%
3,509,349
-67,382
15
$228M 2.18%
3,463,810
+111,109
16
$226M 2.16%
17,269,868
-386,832
17
$202M 1.94%
2,847,239
+1,041,450
18
$201M 1.92%
1,527,108
+42,168
19
$194M 1.86%
1,369,343
-167,836
20
$191M 1.82%
1,379,312
-1,346,902
21
$158M 1.51%
7,349,188
-626,524
22
$150M 1.43%
4,292,150
+1,901,064
23
$145M 1.38%
6,434,660
+3,755,136
24
$130M 1.24%
11,260,411
-23,501
25
$128M 1.23%
2,361,112
-910,267
1
2 3 4 5