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
$14.1B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$160M
3
+$92.4M
4
J icon
Jacobs Solutions
J
+$88.2M
5
MTN icon
Vail Resorts
MTN
+$72.5M

Top Sells

1
+$139M
2
+$127M
3
+$95.4M
4
WAT icon
Waters Corp
WAT
+$79.4M
5
BFAM icon
Bright Horizons
BFAM
+$74.2M

Sector Composition

1 Technology 27.78%
2 Healthcare 17.67%
3 Industrials 15%
4 Consumer Discretionary 11.61%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$837M 5.93%
8,685,775
-78,564
2
$639M 4.53%
4,213,079
-175,229
3
$618M 4.37%
3,070,414
+4,295
4
$526M 3.72%
4,632,827
-585,500
5
$494M 3.5%
2,710,108
-231,767
6
$470M 3.33%
5,472,377
-462,616
7
$432M 3.06%
4,478,734
+367,412
8
$426M 3.02%
8,590,126
+3,675,857
9
$410M 2.9%
5,455,549
+202,335
10
$406M 2.88%
5,062,962
-952,607
11
$405M 2.87%
6,376,195
-516,985
12
$402M 2.84%
6,682,034
+128,118
13
$382M 2.7%
6,138,911
+1,565,313
14
$375M 2.66%
9,343,073
-917,175
15
$358M 2.54%
1,960,313
-35,766
16
$331M 2.35%
6,095,357
-935,192
17
$325M 2.3%
3,233,509
-88,619
18
$314M 2.22%
6,111,458
+569,853
19
$308M 2.18%
13,043,568
-979,348
20
$304M 2.15%
6,513,714
+3,820,310
21
$293M 2.07%
969,196
-157,398
22
$280M 1.98%
3,853,637
+192,395
23
$275M 1.95%
9,331,730
-50,354
24
$273M 1.93%
601,225
-3,858
25
$250M 1.77%
2,716,069
-265,809
1
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