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

Top Buys

1
+$182M
2
+$178M
3
+$97.4M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$82.9M
5
MTN icon
Vail Resorts
MTN
+$77.1M

Top Sells

1
+$146M
2
+$140M
3
+$101M
4
WAT icon
Waters Corp
WAT
+$87.7M
5
BFAM icon
Bright Horizons
BFAM
+$79.1M

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 5.67%
8,685,775
-78,564
2
$639M 4.33%
4,213,079
-175,229
3
$618M 4.18%
3,070,414
+4,295
4
$526M 3.56%
4,632,827
-585,500
5
$494M 3.35%
2,710,108
-231,767
6
$470M 3.18%
5,472,377
-462,616
7
$432M 2.92%
4,478,734
+367,412
8
$426M 2.88%
8,590,126
+3,675,857
9
$410M 2.78%
5,455,549
+202,335
10
$406M 2.75%
5,062,962
-952,607
11
$405M 2.74%
6,376,195
-516,985
12
$402M 2.72%
6,682,034
+128,118
13
$382M 2.59%
6,138,911
+1,565,313
14
$375M 2.54%
9,343,073
-917,175
15
$358M 2.43%
1,960,313
-35,766
16
$331M 2.24%
6,095,357
-935,192
17
$325M 2.2%
3,233,509
-88,619
18
$314M 2.12%
6,111,458
+569,853
19
$308M 2.09%
13,043,568
-979,348
20
$304M 2.06%
6,513,714
+3,820,310
21
$293M 1.98%
969,196
-157,398
22
$280M 1.89%
3,853,637
+192,395
23
$275M 1.86%
9,331,730
-50,354
24
$273M 1.85%
601,225
-3,858
25
$250M 1.7%
2,716,069
-265,809
1
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