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

Top Buys

1
+$250M
2
+$104M
3
+$79.8M
4
WBT
Welbilt, Inc.
WBT
+$45.5M
5
IT icon
Gartner
IT
+$43M

Top Sells

1
+$150M
2
+$134M
3
+$112M
4
MTD icon
Mettler-Toledo International
MTD
+$110M
5
WST icon
West Pharmaceutical
WST
+$103M

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 4.75%
4,749,227
+353,697
2
$524M 4.26%
7,171,114
-75,463
3
$524M 4.26%
7,693,832
-937,752
4
$503M 4.09%
8,902,126
-2,450,322
5
$477M 3.88%
1,728,532
-418,569
6
$468M 3.8%
11,559,545
-1,887,071
7
$442M 3.6%
1,777,805
-186,946
8
$406M 3.3%
6,164,149
-821,014
9
$393M 3.19%
1,776,188
-212,797
10
$388M 3.15%
4,125,842
+185,571
11
$386M 3.14%
10,346,070
+2,906,102
12
$379M 3.08%
14,669,960
-125,720
13
$326M 2.65%
7,228,687
-1,507,003
14
$299M 2.43%
4,059,681
-59,803
15
$276M 2.24%
3,681,707
+1,072,450
16
$275M 2.24%
11,709,748
+2,062,024
17
$269M 2.19%
4,910,193
+4,302,667
18
$251M 2.04%
4,998,050
+404,163
19
$248M 2.01%
11,286,524
-897,252
20
$236M 1.92%
2,393,015
-1,046,079
21
$227M 1.85%
2,403,881
-451,955
22
$226M 1.83%
12,080,919
+1,601,236
23
$216M 1.76%
923,899
+31,380
24
$207M 1.69%
3,382,234
-147,745
25
$204M 1.66%
1,072,158
-74,199
1
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