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

Top Buys

1
+$287M
2
+$233M
3
+$214M
4
FIS icon
Fidelity National Information Services
FIS
+$201M
5
TENB icon
Tenable Holdings
TENB
+$156M

Top Sells

1
+$242M
2
+$172M
3
+$140M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$128M
5
TFX icon
Teleflex
TFX
+$98.5M

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 5.76%
9,306,817
-96,462
2
$824M 4.07%
6,895,065
+994,339
3
$810M 4%
26,146,255
+3,068,798
4
$804M 3.97%
3,416,786
+180,645
5
$751M 3.7%
9,881,219
+670,201
6
$713M 3.52%
8,623,891
-1,078,466
7
$662M 3.27%
10,932,460
+1,555,696
8
$653M 3.22%
8,370,967
+162,844
9
$640M 3.16%
4,349,062
+1,388,910
10
$609M 3%
7,930,896
-146,259
11
$590M 2.91%
2,635,064
+1,083,539
12
$586M 2.89%
12,941,065
+324,549
13
$558M 2.75%
5,111,986
+147,260
14
$542M 2.67%
12,842,758
+1,376,868
15
$539M 2.66%
19,919,224
-883,124
16
$530M 2.61%
6,310,226
+226,217
17
$493M 2.44%
2,306,304
+534,166
18
$463M 2.29%
3,684,562
-18,345
19
$388M 1.92%
5,222,857
+3,185,348
20
$377M 1.86%
4,726,240
-413,270
21
$367M 1.81%
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 1.44%
7,022,038
+2,800,731
1
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