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
$14B
AUM Growth
-$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$214M
3
+$202M
4
IDXX icon
Idexx Laboratories
IDXX
+$170M
5
ILMN icon
Illumina
ILMN
+$167M

Top Sells

1
+$343M
2
+$196M
3
+$170M
4
XRAY icon
Dentsply Sirona
XRAY
+$99.8M
5
BN icon
Brookfield
BN
+$84.2M

Sector Composition

1 Technology 31.4%
2 Consumer Discretionary 13.74%
3 Healthcare 13.58%
4 Industrials 11.33%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$237M 1.64%
740,237
+144,766
27
$206M 1.42%
886,858
-729,428
28
$197M 1.36%
8,194,286
+6,847,074
29
$192M 1.33%
656,414
+53,880
30
$190M 1.31%
3,101,923
+492,535
31
$187M 1.29%
704,814
+630,373
32
$174M 1.2%
2,610,173
+1,952,137
33
$170M 1.17%
+701,604
34
$150M 1.04%
2,001,996
+762,044
35
$146M 1%
4,571,191
-130,536
36
$119M 0.82%
2,364,944
-1,357,104
37
$119M 0.82%
419,511
-58,453
38
$114M 0.78%
1,113,511
+202,633
39
$109M 0.75%
+2,893,677
40
$109M 0.75%
2,387,577
+1,323,630
41
$85.7M 0.59%
6,462,459
+1,352,898
42
$85.6M 0.59%
1,146,806
+627,870
43
$82.6M 0.57%
3,698,760
+456,477
44
$79.3M 0.55%
646,500
+17,044
45
$76.8M 0.53%
7,119,048
-1,499,804
46
$76M 0.52%
1,958,395
-2,571,262
47
$73M 0.5%
+345,122
48
$72.8M 0.5%
3,659,638
-690,891
49
$67.1M 0.46%
1,143,251
+599,936
50
$63M 0.43%
+1,328,700
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