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
$27.1B
AUM Growth
+$2.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$984M
2
+$152M
3
+$140M
4
ITT icon
ITT
ITT
+$87.1M
5
PWR icon
Quanta Services
PWR
+$82.6M

Top Sells

1
+$289M
2
+$162M
3
+$160M
4
MSA icon
Mine Safety
MSA
+$131M
5
IBKR icon
Interactive Brokers
IBKR
+$123M

Sector Composition

1 Technology 25.19%
2 Industrials 19.64%
3 Consumer Discretionary 17.69%
4 Healthcare 11.12%
5 Financials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.23B 4.54%
11,272,417
+32,949
2
$1.21B 4.47%
2,432,313
-48,196
3
$1.18B 4.36%
5,209,029
-323,577
4
$1.16B 4.26%
22,697,853
+754,658
5
$1.13B 4.15%
+16,297,063
6
$1.02B 3.75%
14,310,480
-443,276
7
$1.01B 3.71%
15,010,642
-487,476
8
$979M 3.61%
10,462,597
-662,824
9
$854M 3.15%
2,984,027
-614,881
10
$798M 2.94%
7,444,172
-885,708
11
$785M 2.9%
6,554,969
-762,656
12
$769M 2.83%
6,059,525
+331,257
13
$729M 2.69%
4,953,982
+316,271
14
$581M 2.14%
2,722,846
-104,115
15
$575M 2.12%
1,287,904
-223,027
16
$533M 1.97%
5,557,056
-150,654
17
$516M 1.9%
2,956,938
-97,787
18
$412M 1.52%
8,316,158
-415,270
19
$410M 1.51%
3,432,522
+828,424
20
$390M 1.44%
9,067,910
+1,658,940
21
$381M 1.41%
8,734,465
-1,660,614
22
$370M 1.36%
9,159,606
+4,501,687
23
$352M 1.3%
4,559,173
-316,863
24
$336M 1.24%
4,913,545
-26,266
25
$332M 1.22%
6,242,505
+1,534,308
1
2 3 4 5