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
$12.3B
AUM Growth
-$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$108M
3
+$80.4M
4
WBT
Welbilt, Inc.
WBT
+$48.5M
5
IT icon
Gartner
IT
+$43.6M

Top Sells

1
+$143M
2
+$139M
3
+$115M
4
MTD icon
Mettler-Toledo International
MTD
+$107M
5
AME icon
Ametek
AME
+$106M

Sector Composition

1 Healthcare 21.75%
2 Technology 21.73%
3 Consumer Discretionary 21.62%
4 Industrials 12.48%
5 Financials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$585M 4.65%
4,749,227
+353,697
2
$524M 4.17%
7,171,114
-75,463
3
$524M 4.17%
7,693,832
-937,752
4
$503M 4.01%
8,902,126
-2,450,322
5
$477M 3.8%
1,728,532
-418,569
6
$468M 3.72%
11,559,545
-1,887,071
7
$442M 3.52%
1,777,805
-186,946
8
$406M 3.23%
6,164,149
-821,014
9
$393M 3.12%
1,776,188
-212,797
10
$388M 3.09%
4,125,842
+185,571
11
$386M 3.07%
10,346,070
+2,906,102
12
$379M 3.02%
14,669,960
-125,720
13
$326M 2.6%
7,228,687
-1,507,003
14
$299M 2.38%
4,059,681
-59,803
15
$276M 2.2%
3,681,707
+1,072,450
16
$275M 2.19%
11,709,748
+2,062,024
17
$269M 2.14%
4,910,193
+4,302,667
18
$251M 2%
4,998,050
+404,163
19
$248M 1.97%
11,286,524
-897,252
20
$236M 1.88%
2,393,015
-1,046,079
21
$227M 1.81%
2,403,881
-451,955
22
$226M 1.8%
12,080,919
+1,601,236
23
$216M 1.72%
923,899
+31,380
24
$207M 1.65%
3,382,234
-147,745
25
$204M 1.62%
1,072,158
-74,199
1
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