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
$9.5B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$136M
3
+$118M
4
GNRC icon
Generac Holdings
GNRC
+$100M
5
MSM icon
MSC Industrial Direct
MSM
+$96.3M

Top Sells

1
+$181M
2
+$150M
3
+$93.9M
4
HOG icon
Harley-Davidson
HOG
+$65M
5
DINO icon
HF Sinclair
DINO
+$62M

Sector Composition

1 Consumer Discretionary 23.67%
2 Industrials 22.55%
3 Financials 12.92%
4 Healthcare 10.09%
5 Materials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$133M 1.36%
2,728,879
+2,061,874
27
$122M 1.24%
1,454,725
-240,461
28
$122M 1.24%
4,664,406
+58,584
29
$118M 1.2%
+1,905,179
30
$112M 1.14%
3,078,846
-1,336,246
31
$110M 1.12%
4,110,135
+1,130,023
32
$108M 1.1%
2,759,656
+975,514
33
$107M 1.1%
1,637,852
+356,000
34
$101M 1.03%
913,967
-510,528
35
$98.7M 1.01%
1,620,165
-97,786
36
$97.7M 1%
4,200,368
37
$97.6M 0.99%
2,348,401
+29,735
38
$96M 0.98%
650,476
-56,585
39
$92.4M 0.94%
1,845,030
+377,362
40
$85M 0.87%
9,568,098
+1,309,068
41
$81.1M 0.83%
1,532,430
+100,320
42
$79.4M 0.81%
2,420,412
+1,162
43
$78.9M 0.8%
1,683,691
-254,451
44
$73.4M 0.75%
1,551,944
-3,176,669
45
$67.4M 0.69%
571,387
+36,778
46
$60.7M 0.62%
2,495,014
-2,268,584
47
$53.7M 0.55%
3,219,424
48
$49.4M 0.5%
2,135,676
-225,024
49
$45.1M 0.46%
620,638
+267,940
50
$42.3M 0.43%
+1,988,611
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