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
$12.1B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$107M
3
+$81M
4
TTC icon
Toro Company
TTC
+$76.8M
5
MHK icon
Mohawk Industries
MHK
+$73.3M

Top Sells

1
+$267M
2
+$149M
3
+$88.4M
4
IDXX icon
Idexx Laboratories
IDXX
+$82.1M
5
GDDY icon
GoDaddy
GDDY
+$74.6M

Sector Composition

1 Technology 21.54%
2 Healthcare 19.33%
3 Consumer Discretionary 16.13%
4 Industrials 15.94%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$649M 5.37%
4,880,669
-96,432
2
$632M 5.23%
8,626,977
+578,940
3
$533M 4.41%
7,791,690
-897,669
4
$484M 4%
8,487,379
+229,790
5
$442M 3.65%
1,646,360
-36,969
6
$438M 3.62%
5,354,482
-3,271,431
7
$433M 3.58%
1,937,854
+119,936
8
$420M 3.47%
1,959,024
+334,869
9
$366M 3.03%
5,475,083
+704,103
10
$365M 3.02%
10,211,238
-223,681
11
$351M 2.9%
6,803,675
-360,535
12
$339M 2.81%
3,310,885
-339,264
13
$321M 2.65%
4,543,148
-1,096,659
14
$314M 2.59%
4,290,594
-78,363
15
$313M 2.59%
14,009,123
+1,470,878
16
$289M 2.39%
1,559,071
+383,755
17
$281M 2.32%
5,408,096
-910,943
18
$275M 2.27%
1,131,822
+430,300
19
$262M 2.16%
8,526,876
-1,688,056
20
$257M 2.13%
11,795,600
+1,342,216
21
$246M 2.04%
4,166,244
-69,798
22
$237M 1.96%
1,144,832
+24,907
23
$227M 1.87%
2,211,961
-422,930
24
$217M 1.79%
+4,462,193
25
$191M 1.58%
1,975,797
+263,150
1
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