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
$12.5B
AUM Growth
-$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$240M
3
+$196M
4
ANSS
Ansys
ANSS
+$160M
5
H icon
Hyatt Hotels
H
+$145M

Top Sells

1
+$136M
2
+$135M
3
+$115M
4
BLKB icon
Blackbaud
BLKB
+$99.4M
5
HSIC icon
Henry Schein
HSIC
+$84.4M

Sector Composition

1 Technology 26.31%
2 Healthcare 17.85%
3 Industrials 14.61%
4 Consumer Discretionary 12.08%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$688M 5.2%
8,764,339
+1,093,868
2
$561M 4.24%
4,388,308
-268,637
3
$527M 3.98%
3,066,119
+602,126
4
$459M 3.47%
5,934,993
+2,946
5
$413M 3.12%
10,260,248
-68,600
6
$404M 3.05%
6,553,916
-1,370,050
7
$403M 3.05%
2,941,875
+542,675
8
$399M 3.01%
5,218,327
+3,406,198
9
$392M 2.96%
6,015,569
-913,789
10
$345M 2.6%
5,253,214
+1,443,047
11
$339M 2.56%
6,893,180
+172,587
12
$337M 2.55%
7,030,549
+170,924
13
$333M 2.52%
4,111,322
+2,423,639
14
$312M 2.36%
4,588,675
+219,881
15
$291M 2.2%
1,126,594
-446,688
16
$289M 2.18%
3,322,128
+463,345
17
$285M 2.16%
1,996,079
+1,121,964
18
$284M 2.15%
14,022,916
+2,328,508
19
$259M 1.95%
9,382,084
+1,122,132
20
$247M 1.87%
3,661,242
+2,151,338
21
$247M 1.87%
2,981,878
+2,899,606
22
$238M 1.8%
1,062,933
-74,263
23
$221M 1.67%
4,573,598
+2,959,038
24
$206M 1.55%
605,083
+159,419
25
$194M 1.47%
3,475,555
+644,607
1
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