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
$11.6B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$140M
3
+$135M
4
AYI icon
Acuity Brands
AYI
+$109M
5
TV icon
Televisa
TV
+$91.2M

Top Sells

1
+$234M
2
+$81.6M
3
+$67.5M
4
MTD icon
Mettler-Toledo International
MTD
+$66.3M
5
PII icon
Polaris
PII
+$65.5M

Sector Composition

1 Healthcare 29.18%
2 Industrials 18.83%
3 Consumer Discretionary 18.65%
4 Technology 11.73%
5 Financials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$738M 6.37%
12,417,890
+650,308
2
$542M 4.69%
7,278,607
+55,384
3
$457M 3.95%
2,282,901
+59,272
4
$440M 3.8%
7,607,040
-139,758
5
$370M 3.2%
882,434
-157,911
6
$365M 3.16%
2,174,207
+32,581
7
$363M 3.14%
2,283,726
-70,231
8
$349M 3.01%
13,667,200
+1,111,642
9
$330M 2.85%
1,140,190
-1,473
10
$306M 2.64%
1,155,077
+411,622
11
$300M 2.59%
3,884,826
-7,002
12
$275M 2.38%
9,705,988
+2,849,799
13
$254M 2.19%
9,268,812
+96,088
14
$253M 2.18%
3,636,912
-376,068
15
$249M 2.15%
4,832,051
-1,131,834
16
$246M 2.13%
2,184,013
-723,904
17
$232M 2.01%
3,369,460
-561,103
18
$227M 1.96%
8,818,867
+3,548,681
19
$216M 1.87%
6,720,119
+5,164,205
20
$200M 1.73%
2,454,050
-272,858
21
$191M 1.65%
11,740,580
-1,965,116
22
$186M 1.61%
7,288,304
-69,510
23
$180M 1.55%
2,414,900
+401,475
24
$178M 1.54%
13,217,320
+10,058,205
25
$167M 1.44%
12,846,114
-60,374
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