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

Top Buys

1
+$279M
2
+$228M
3
+$194M
4
MORN icon
Morningstar
MORN
+$188M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$178M

Top Sells

1
+$191M
2
+$177M
3
+$149M
4
ANSS
Ansys
ANSS
+$133M
5
RVTY icon
Revvity
RVTY
+$128M

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%
8,298,003
+837,648
2
$1.26B 4.59%
47,899,006
+10,558,841
3
$1.2B 4.35%
9,329,205
-996,831
4
$1.01B 3.66%
2,999,056
-527,944
5
$978M 3.55%
6,953,868
+1,620,142
6
$914M 3.32%
11,774,597
+1,181,916
7
$816M 2.97%
7,918,789
-1,191,548
8
$814M 2.96%
11,656,770
+373,392
9
$747M 2.71%
6,680,173
+293,613
10
$731M 2.66%
2,363,712
+322,320
11
$691M 2.51%
3,069,099
+833,192
12
$673M 2.45%
14,730,245
+840,666
13
$656M 2.38%
3,933,876
-650,838
14
$651M 2.36%
6,085,386
-1,110,036
15
$630M 2.29%
17,798,530
+271,860
16
$628M 2.28%
6,408,374
-110,517
17
$608M 2.21%
7,216,175
+953,247
18
$603M 2.19%
18,280,012
-37,176
19
$587M 2.13%
6,060,507
+1,834,283
20
$581M 2.11%
11,384,446
-1,713,197
21
$557M 2.02%
5,400,739
-535,760
22
$449M 1.63%
7,752,597
+1,442,725
23
$446M 1.62%
3,683,119
-446,231
24
$394M 1.43%
6,796,221
-1,749,469
25
$391M 1.42%
4,346,747
+762,859
1
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