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
$14B
AUM Growth
-$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$261M
3
+$257M
4
IDXX icon
Idexx Laboratories
IDXX
+$183M
5
ILMN icon
Illumina
ILMN
+$176M

Top Sells

1
+$343M
2
+$310M
3
+$188M
4
XRAY icon
Dentsply Sirona
XRAY
+$131M
5
BN icon
Brookfield
BN
+$110M

Sector Composition

1 Technology 31.4%
2 Consumer Discretionary 13.74%
3 Healthcare 13.58%
4 Industrials 11.33%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$616M 4.4%
3,253,640
+637,250
2
$550M 3.93%
5,895,496
+2,316,970
3
$543M 3.88%
8,277,504
+1,180,417
4
$521M 3.72%
10,402,821
-1,277,448
5
$452M 3.23%
7,906,560
+1,825,378
6
$438M 3.14%
5,824,629
+135,748
7
$434M 3.1%
5,272,852
+988,292
8
$432M 3.09%
11,933,156
+1,026,869
9
$389M 2.78%
3,868,427
+1,057,065
10
$386M 2.76%
6,431,804
+3,574,571
11
$381M 2.72%
5,850,260
+633,311
12
$380M 2.71%
8,349,658
-473,342
13
$369M 2.64%
4,896,477
+1,257,753
14
$361M 2.58%
3,390,197
+710,052
15
$360M 2.57%
6,130,850
-1,382,080
16
$345M 2.46%
18,914,128
+1,868,552
17
$324M 2.32%
7,390,262
+4,611,615
18
$324M 2.31%
5,143,502
+1,871,400
19
$319M 2.28%
8,143,889
+2,873,251
20
$315M 2.25%
15,189,866
+6,305,447
21
$286M 2.04%
1,470,105
+832,893
22
$280M 2%
1,893,369
+705,951
23
$266M 1.9%
1,902,196
+547,138
24
$264M 1.89%
2,173,249
+553,397
25
$245M 1.75%
1,393,922
+581,429
1
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