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
$14.7B
AUM Growth
+$915M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$220M
3
+$213M
4
STE icon
Steris
STE
+$186M
5
ULTA icon
Ulta Beauty
ULTA
+$110M

Top Sells

1
+$395M
2
+$171M
3
+$165M
4
RVTY icon
Revvity
RVTY
+$142M
5
IT icon
Gartner
IT
+$114M

Sector Composition

1 Technology 29.99%
2 Healthcare 13.07%
3 Industrials 12.71%
4 Consumer Discretionary 12.47%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$215M 1.36%
2,857,233
-584,105
27
$209M 1.32%
2,680,145
+10,639
28
$207M 1.3%
1,355,058
+1,219,655
29
$206M 1.3%
812,493
+435,220
30
$196M 1.24%
4,701,727
+356,473
31
$195M 1.23%
2,609,388
+794,968
32
$171M 1.08%
2,778,647
-741,431
33
$158M 0.99%
4,350,529
+140,215
34
$155M 0.98%
477,964
+3,232
35
$149M 0.94%
8,884,419
-134,945
36
$137M 0.86%
910,878
+681,832
37
$135M 0.85%
637,212
-1,862,297
38
$135M 0.85%
5,109,561
+786,473
39
$130M 0.82%
4,211,386
+1,100,087
40
$121M 0.76%
1,239,952
-197,313
41
$100M 0.63%
8,618,852
+948,676
42
$100M 0.63%
1,489,816
-186,184
43
$86.2M 0.54%
2,658,115
-187,021
44
$85.6M 0.54%
629,456
-69,731
45
$81.8M 0.52%
350,128
-82,029
46
$79.9M 0.5%
3,242,283
+1,892,103
47
$62.2M 0.39%
54,398
+15,778
48
$59.5M 0.38%
1,063,947
-373,518
49
$59.2M 0.37%
518,936
-50,219
50
$54.7M 0.35%
1,452,751
-89,689
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