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
$12.1B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$105M
3
+$82.9M
4
TTC icon
Toro Company
TTC
+$76.8M
5
MHK icon
Mohawk Industries
MHK
+$71.8M

Top Sells

1
+$268M
2
+$161M
3
+$88.4M
4
IDXX icon
Idexx Laboratories
IDXX
+$82.1M
5
GDDY icon
GoDaddy
GDDY
+$77.4M

Sector Composition

1 Technology 21.54%
2 Healthcare 19.33%
3 Consumer Discretionary 16.13%
4 Industrials 15.94%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$177M 1.42%
5,490,342
+950,738
27
$170M 1.37%
493,948
-9,583
28
$156M 1.26%
1,788,602
-49,564
29
$155M 1.25%
5,591,244
+1,075,295
30
$140M 1.12%
1,919,689
-667,292
31
$139M 1.11%
2,300,656
+1,274,800
32
$130M 1.04%
1,796,682
-71,425
33
$116M 0.93%
200,210
+32,648
34
$107M 0.86%
4,933,817
-1,021,476
35
$97.8M 0.79%
2,113,800
+418,900
36
$83.5M 0.67%
1,590,017
-248,001
37
$82.9M 0.67%
+765,064
38
$75.2M 0.6%
1,234,086
-209,519
39
$68.4M 0.55%
538,475
-7,783
40
$67.5M 0.54%
387,551
-115,306
41
$62.1M 0.5%
+769,198
42
$61.4M 0.49%
1,869,231
-37,363
43
$60.8M 0.49%
325,633
+71,427
44
$60.3M 0.48%
1,081,820
-100,540
45
$57.1M 0.46%
2,444,175
-2,697,881
46
$55.4M 0.44%
+993,644
47
$53.8M 0.43%
697,712
+66,529
48
$53.8M 0.43%
375,520
-145,735
49
$52.4M 0.42%
1,207,325
-63,727
50
$48M 0.39%
1,097,728
-470,804
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