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
$12.7B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$190M
3
+$151M
4
TV icon
Televisa
TV
+$147M
5
GDDY icon
GoDaddy
GDDY
+$146M

Top Sells

1
+$685M
2
+$678M
3
+$210M
4
ATHM icon
Autohome
ATHM
+$140M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$106M

Sector Composition

1 Consumer Discretionary 21.85%
2 Healthcare 21.84%
3 Technology 21.66%
4 Industrials 12.68%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$756M 5.93%
11,352,448
-165,353
2
$547M 4.3%
4,395,530
+411,875
3
$540M 4.24%
13,446,616
+181,653
4
$531M 4.17%
2,147,101
-58,738
5
$518M 4.07%
8,631,584
+285,950
6
$500M 3.93%
7,246,577
+2,248,703
7
$475M 3.73%
1,964,751
-105,385
8
$418M 3.28%
6,985,163
-3,532,527
9
$410M 3.22%
1,988,985
+1,256,251
10
$385M 3.02%
8,735,690
-2,309,574
11
$369M 2.9%
14,795,680
-220,252
12
$340M 2.67%
3,940,271
+65,618
13
$331M 2.6%
3,439,094
+294,365
14
$290M 2.28%
4,119,484
-200,896
15
$259M 2.03%
10,479,683
+5,732,697
16
$258M 2.03%
12,183,776
+123,148
17
$257M 2.02%
7,439,968
+5,479,987
18
$251M 1.97%
2,855,836
-61,438
19
$233M 1.83%
3,533,217
-1,635,270
20
$222M 1.75%
9,647,724
+3,582,771
21
$221M 1.74%
892,519
-477,840
22
$221M 1.73%
352,222
-130,666
23
$217M 1.7%
1,146,357
-26,561
24
$210M 1.65%
3,529,979
+1,135,545
25
$207M 1.62%
6,839,656
-1,232,756
1
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