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
$20.3B
AUM Growth
+$3.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$243M
3
+$237M
4
FIS icon
Fidelity National Information Services
FIS
+$204M
5
TENB icon
Tenable Holdings
TENB
+$172M

Top Sells

1
+$251M
2
+$180M
3
+$149M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$126M
5
TFX icon
Teleflex
TFX
+$90.5M

Sector Composition

1 Technology 36.34%
2 Consumer Discretionary 14.51%
3 Healthcare 12.42%
4 Industrials 10.26%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.17B 5.74%
9,306,817
-96,462
2
$824M 4.05%
6,895,065
+994,339
3
$810M 3.98%
26,146,255
+3,068,798
4
$804M 3.95%
3,416,786
+180,645
5
$751M 3.69%
9,881,219
+670,201
6
$713M 3.5%
8,623,891
-1,078,466
7
$662M 3.25%
10,932,460
+1,555,696
8
$653M 3.21%
8,370,967
+162,844
9
$640M 3.15%
4,349,062
+1,388,910
10
$609M 2.99%
7,930,896
-146,259
11
$590M 2.9%
2,635,064
+1,083,539
12
$586M 2.88%
12,941,065
+324,549
13
$558M 2.74%
5,111,986
+147,260
14
$542M 2.66%
12,842,758
+1,376,868
15
$539M 2.65%
19,919,224
-883,124
16
$530M 2.6%
6,310,226
+226,217
17
$493M 2.43%
2,306,304
+534,166
18
$463M 2.28%
3,684,562
-18,345
19
$388M 1.91%
5,222,857
+3,185,348
20
$377M 1.85%
4,726,240
-413,270
21
$367M 1.8%
4,675,004
-1,606,279
22
$363M 1.79%
1,208,452
+832,391
23
$321M 1.58%
11,200,715
-979,895
24
$319M 1.57%
3,789,615
+526,889
25
$291M 1.43%
7,022,038
+2,800,731
1
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