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
$9.14B
AUM Growth
-$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$118M
3
+$84.5M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$61.8M
5
SIG icon
Signet Jewelers
SIG
+$48.2M

Top Sells

1
+$97.7M
2
+$87.9M
3
+$73.4M
4
MKL icon
Markel Group
MKL
+$72.6M
5
GNRC icon
Generac Holdings
GNRC
+$64.7M

Sector Composition

1 Consumer Discretionary 23.23%
2 Industrials 22.98%
3 Financials 12.45%
4 Healthcare 11.51%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$141M 1.45%
2,803,218
+316
27
$136M 1.41%
2,863,673
-18,163
28
$124M 1.29%
2,267,526
+629,674
29
$124M 1.28%
4,964,872
+300,466
30
$123M 1.27%
2,902,284
+142,628
31
$106M 1.09%
4,809,821
-390,691
32
$98.6M 1.02%
4,110,135
33
$90.6M 0.94%
1,957,587
+112,557
34
$89.5M 0.92%
1,722,430
+102,265
35
$86.6M 0.89%
9,983,999
+415,901
36
$85.2M 0.88%
1,111,487
-585,454
37
$83.4M 0.86%
2,436,318
-642,528
38
$81.7M 0.84%
1,599,333
+66,903
39
$73.8M 0.76%
1,669,890
-678,511
40
$73.7M 0.76%
1,689,588
+5,897
41
$73M 0.75%
650,476
42
$72.5M 0.75%
595,731
+24,344
43
$66.5M 0.69%
2,151,218
-269,194
44
$64.6M 0.67%
3,378,542
+1,587,692
45
$63M 0.65%
2,872,452
+1,765,290
46
$58.1M 0.6%
953,516
+249,350
47
$55.1M 0.57%
2,471,537
-23,477
48
$52.7M 0.54%
792,647
+172,009
49
$50.8M 0.52%
2,248,721
+260,110
50
$48.1M 0.5%
2,056,836
-78,840
1
2
3 4 5