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
$27.4B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$289M
2
+$221M
3
+$195M
4
TDY icon
Teledyne Technologies
TDY
+$181M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$168M

Top Sells

1
+$239M
2
+$169M
3
+$151M
4
RVTY icon
Revvity
RVTY
+$138M
5
ANSS
Ansys
ANSS
+$133M

Sector Composition

1 Technology 39.02%
2 Consumer Discretionary 14.97%
3 Financials 13.57%
4 Industrials 10.59%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.38B 5.02%
8,298,003
+837,648
2
$1.26B 4.61%
47,899,006
+10,558,841
3
$1.2B 4.37%
9,329,205
-996,831
4
$1.01B 3.67%
2,999,056
-527,944
5
$978M 3.57%
6,953,868
+1,620,142
6
$914M 3.33%
11,774,597
+1,181,916
7
$816M 2.98%
7,918,789
-1,191,548
8
$814M 2.97%
11,656,770
+373,392
9
$747M 2.72%
6,680,173
+293,613
10
$731M 2.67%
2,363,712
+322,320
11
$691M 2.52%
3,069,099
+833,192
12
$673M 2.46%
14,730,245
+840,666
13
$656M 2.39%
3,933,876
-650,838
14
$651M 2.37%
6,085,386
-1,110,036
15
$630M 2.3%
17,798,530
+271,860
16
$628M 2.29%
6,408,374
-110,517
17
$608M 2.22%
7,216,175
+953,247
18
$603M 2.2%
18,280,012
-37,176
19
$587M 2.14%
6,060,507
+1,834,283
20
$581M 2.12%
11,384,446
-1,713,197
21
$557M 2.03%
5,400,739
-535,760
22
$449M 1.64%
7,752,597
+1,442,725
23
$446M 1.63%
3,683,119
-446,231
24
$394M 1.44%
6,796,221
-1,749,469
25
$391M 1.43%
4,346,747
+762,859
1
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