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
$13.8B
AUM Growth
-$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$85.3M
3
+$82.4M
4
BN icon
Brookfield
BN
+$78.6M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$68.6M

Top Sells

1
+$290M
2
+$201M
3
+$162M
4
SCI icon
Service Corp International
SCI
+$145M
5
PAYX icon
Paychex
PAYX
+$120M

Sector Composition

1 Technology 26.47%
2 Healthcare 18.92%
3 Industrials 15.11%
4 Consumer Discretionary 10.35%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$686M 4.98%
2,982,801
-87,613
2
$669M 4.85%
6,942,945
-1,742,830
3
$574M 4.16%
9,834,725
+1,244,599
4
$538M 3.9%
7,695,831
+1,013,797
5
$483M 3.5%
4,347,402
-131,332
6
$449M 3.26%
6,437,354
+298,443
7
$444M 3.22%
6,325,561
+870,012
8
$440M 3.19%
4,246,896
-1,225,481
9
$434M 3.15%
8,330,274
+1,816,560
10
$425M 3.08%
2,508,212
-201,896
11
$423M 3.07%
6,387,422
+11,227
12
$380M 2.76%
2,361,390
-1,851,689
13
$360M 2.61%
2,938,467
-1,694,360
14
$348M 2.53%
4,576,662
+723,025
15
$324M 2.35%
1,584,048
-376,265
16
$320M 2.32%
6,369,727
+258,269
17
$318M 2.31%
3,258,365
+24,856
18
$317M 2.3%
9,466,914
+135,184
19
$304M 2.2%
4,768,378
-1,326,979
20
$299M 2.17%
3,635,069
-1,427,893
21
$297M 2.16%
4,441,726
+868,396
22
$291M 2.11%
600,984
-241
23
$280M 2.03%
5,992,200
-3,350,873
24
$270M 1.96%
5,992,286
+1,237,903
25
$254M 1.85%
768,284
-200,912
1
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