Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.06B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$63.6M
3
+$61M
4
KKR icon
KKR & Co
KKR
+$57.2M
5
TECH icon
Bio-Techne
TECH
+$50.4M

Top Sells

1
+$259M
2
+$67.7M
3
+$61.8M
4
BX icon
Blackstone
BX
+$59.8M
5
INTU icon
Intuit
INTU
+$56.2M

Sector Composition

1 Consumer Discretionary 24.61%
2 Industrials 18.94%
3 Financials 12.09%
4 Healthcare 10.81%
5 Materials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$135M 1.48%
4,538,891
+1,668,649
27
$131M 1.44%
4,605,822
+26,015
28
$112M 1.23%
+1,695,186
29
$109M 1.19%
4,763,598
+2,505,420
30
$105M 1.15%
707,061
+104,406
31
$104M 1.14%
1,993,492
+1,219,168
32
$98.8M 1.08%
2,318,666
-562,103
33
$94.9M 1.04%
1,717,951
-1,224,863
34
$92.3M 1.01%
3,219,424
-39,994
35
$88.2M 0.96%
4,200,368
+22,230
36
$87.3M 0.95%
1,938,142
+44,883
37
$80.2M 0.88%
1,281,852
+180,989
38
$78.9M 0.86%
2,419,250
-1,832,261
39
$77.9M 0.85%
1,467,668
+504,847
40
$77.6M 0.85%
1,784,142
+955,390
41
$76.9M 0.84%
2,980,112
+667,926
42
$74M 0.81%
8,259,030
+1,863,256
43
$72.2M 0.79%
1,432,110
+80,041
44
$64.3M 0.7%
534,609
+28,570
45
$62M 0.68%
1,303,389
+210,581
46
$54.3M 0.59%
813,312
+257,999
47
$50.4M 0.55%
+2,360,700
48
$45.2M 0.49%
595,388
-91,765
49
$39.3M 0.43%
+667,005
50
$38M 0.41%
457,766
+24,776
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