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
$12.9B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$138M
3
+$123M
4
MLM icon
Martin Marietta Materials
MLM
+$95.7M
5
ANSS
Ansys
ANSS
+$90.8M

Top Sells

1
+$359M
2
+$256M
3
+$208M
4
BFAM icon
Bright Horizons
BFAM
+$115M
5
RVTY icon
Revvity
RVTY
+$93M

Sector Composition

1 Technology 23.55%
2 Healthcare 20.32%
3 Industrials 15.56%
4 Consumer Discretionary 14.59%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$184M 1.36%
1,812,129
-3,542,353
27
$170M 1.26%
1,394,484
+629,420
28
$170M 1.26%
2,830,948
+530,292
29
$166M 1.23%
1,724,976
-63,626
30
$166M 1.23%
445,664
-48,284
31
$163M 1.21%
874,115
+486,564
32
$163M 1.2%
1,758,905
-160,784
33
$158M 1.17%
3,645,708
+1,776,477
34
$150M 1.11%
1,687,683
+918,485
35
$139M 1.03%
1,755,843
-40,839
36
$136M 1.01%
775,343
-1,183,681
37
$120M 0.89%
1,509,904
+812,192
38
$102M 0.76%
1,614,560
+24,543
39
$96.1M 0.71%
157,733
-42,477
40
$90.2M 0.67%
1,194,500
-39,586
41
$81.2M 0.6%
+329,216
42
$79.2M 0.59%
1,602,204
-511,596
43
$79.1M 0.58%
406,245
+182,841
44
$77.2M 0.57%
1,833,790
+1,270,750
45
$71.7M 0.53%
1,201,880
+120,060
46
$70.4M 0.52%
5,090,928
+2,583,452
47
$67.6M 0.5%
+1,485,090
48
$63.5M 0.47%
1,511,216
+1,180,249
49
$61.3M 0.45%
286,424
-39,209
50
$58.5M 0.43%
2,455,065
-2,478,752
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